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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,121 | $95,415-76.8% | $185,851-88.1% | $85,851-74.2% |
| Participation rate | 23.5% | 68.8%-45.2pp | 81.7%-58.2pp | 69.3%-45.8pp |
| Annual return | 17.23% | 23.59%-6.4pp | 122.11%-104.9pp | 318.63%-301.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,219 | $3,424-35.2% | $5,569-60.2% | $3,952-43.9% |
| Admin fee / account holder | $4,154 | $7,215-42.4% | $16,245-74.4% | $6,261-33.7% |