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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 | $24,707 | $124,346-80.1% | $111,308-77.8% | $167,536-85.3% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 17.42% | 37.45%-20.0pp | 54.67%-37.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,780 | $5,182-65.6% | $4,487-60.3% | $6,342-71.9% |
| Admin fee / account holder | $10,558 | $10,621-0.6% | $7,965+32.5% | $12,315-14.3% |