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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 | $21,829 | $165,939-86.8% | $122,354-82.2% | $147,586-85.2% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 9.49% | 34.56%-25.1pp | 30.28%-20.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $200 | $4,005-95.0% | $3,287-93.9% | $5,439-96.3% |
| Admin fee / account holder | $12,974 | $7,425+74.7% | $5,479+136.8% | $10,886+19.2% |