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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 | $27,625 | $112,131-75.4% | $95,964-71.2% | $158,982-82.6% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 19.93% | 171.19%-151.3pp | 91.64%-71.7pp | 302.99%-283.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,607 | $4,784-66.4% | $4,167-61.4% | $5,983-73.1% |
| Admin fee / account holder | $2,902 | $10,136-71.4% | $6,797-57.3% | $11,252-74.2% |