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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 | $29,450 | $110,240-73.3% | $96,544-69.5% | $139,487-78.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.35% | 26.41%-8.1pp | 25.88%-7.5pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,418 | $5,549-56.4% | $4,851-50.2% | $6,713-64.0% |
| Admin fee / account holder | $571 | $11,602-95.1% | $8,254-93.1% | $11,407-95.0% |