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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 | $27,954 | $105,160-73.4% | $94,679-70.5% | $139,456-80.0% |
| Participation rate | 47.1% | 82.4%-35.3pp | 80.8%-33.8pp | 80.3%-33.3pp |
| Annual return | 19.93% | 38.04%-18.1pp | 156.75%-136.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,928 | $7,599-61.5% | $7,417-60.5% | $6,711-56.4% |
| Admin fee / account holder | $2,473 | $8,988-72.5% | $7,233-65.8% | $11,407-78.3% |