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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 | $108,912-61.1% | $100,383-57.8% | $145,959-71.0% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 14.13% | 57.96%-43.8pp | 49.26%-35.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,501 | $8,451-58.6% | $8,086-56.7% | $6,689-47.7% |
| Admin fee / account holder | $10,511 | $9,690+8.5% | $7,900+33.1% | $13,398-21.5% |