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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 | $12,692 | $129,476-90.2% | $93,515-86.4% | $158,982-92.0% |
| Participation rate | 53.3% | 71.0%-17.7pp | 66.8%-13.5pp | 82.0%-28.6pp |
| Annual return | 12.30% | 118.56%-106.3pp | 78.21%-65.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,068 | $3,916-47.2% | $3,129-33.9% | $5,983-65.4% |
| Admin fee / account holder | $1,877 | $7,396-74.6% | $5,235-64.1% | $11,252-83.3% |