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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 | $41,044 | $85,766-52.1% | $136,297-69.9% | $70,124-41.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 14.97% | 31.45%-16.5pp | 5156.19%-5141.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,645 | $5,051-47.6% | $6,247-57.7% | $3,332-20.6% |
| Admin fee / account holder | $2,655 | $5,420-51.0% | $9,244-71.3% | $4,645-42.8% |