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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 | $24,378 | $105,856-77.0% | $90,161-73.0% | $147,586-83.5% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 12.28% | 37.63%-25.3pp | 34.89%-22.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,696 | $5,733-53.0% | $5,287-49.0% | $5,439-50.4% |
| Admin fee / account holder | $1,592 | $8,046-80.2% | $5,943-73.2% | $10,886-85.4% |