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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 | $13,971 | $111,535-87.5% | $105,223-86.7% | $137,256-89.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 21.63% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,686 | $5,500-69.3% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $458 | $9,721-95.3% | $8,859-94.8% | $12,270-96.3% |