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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 | $32,674 | $124,330-73.7% | $109,173-70.1% | $167,536-80.5% |
| Participation rate | 15.8% | 79.5%-63.7pp | 75.9%-60.1pp | 82.1%-66.3pp |
| Annual return | 19.33% | 26.04%-6.7pp | 25.75%-6.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,565 | $5,256-70.2% | $4,654-66.4% | $6,342-75.3% |
| Admin fee / account holder | $1,004 | $7,974-87.4% | $6,755-85.1% | $12,315-91.8% |