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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 | $25,209 | $115,903-78.2% | $100,528-74.9% | $158,966-84.1% |
| Participation rate | 43.8% | 81.6%-37.8pp | 79.4%-35.7pp | 82.0%-38.2pp |
| Annual return | 21.91% | 34.80%-12.9pp | 30.90%-9.0pp | 302.95%-281.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,941 | $6,677-55.9% | $6,271-53.1% | $5,983-50.8% |
| Admin fee / account holder | $5,895 | $11,000-46.4% | $8,084-27.1% | $11,250-47.6% |