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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 | $42,330 | $108,942-61.1% | $100,415-57.8% | $145,897-71.0% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 14.13% | 58.27%-44.1pp | 49.47%-35.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,501 | $8,461-58.6% | $8,091-56.7% | $6,689-47.7% |
| Admin fee / account holder | $10,511 | $9,702+8.3% | $7,906+33.0% | $13,390-21.5% |