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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 | $23,952 | $115,903-79.3% | $100,528-76.2% | $158,966-84.9% |
| Participation rate | 54.5% | 81.6%-27.1pp | 79.4%-24.9pp | 82.0%-27.4pp |
| Annual return | 16.88% | 34.80%-17.9pp | 30.90%-14.0pp | 302.95%-286.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,107 | $6,677-23.5% | $6,271-18.6% | $5,983-14.6% |
| Admin fee / account holder | $3,203 | $11,000-70.9% | $8,084-60.4% | $11,250-71.5% |