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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 | $24,136 | $165,399-85.4% | $149,745-83.9% | $158,982-84.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 29.21% | 348.34%-319.1pp | 276.72%-247.5pp | 302.99%-273.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,773 | $7,183+175.3% | $6,843+188.9% | $5,983+230.5% |
| Admin fee / account holder | $635 | $10,811-94.1% | $9,312-93.2% | $11,252-94.4% |