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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 | $19,425 | $107,941-82.0% | $91,994-78.9% | $152,897-87.3% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 14.29% | 89.28%-75.0pp | 69.04%-54.8pp | 345.43%-331.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,887 | $6,366-70.4% | $5,924-68.1% | $5,851-67.8% |
| Admin fee / account holder | $10,035 | $10,521-4.6% | $7,744+29.6% | $11,599-13.5% |