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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 | $23,134 | $91,179-74.6% | $178,499-87.0% | $79,852-71.0% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 17.64% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,785 | $3,236-13.9% | $5,202-46.5% | $3,740-25.5% |
| Admin fee / account holder | $25,592 | $6,749+279.2% | $13,986+83.0% | $5,306+382.3% |