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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 | $29,359 | $77,449-62.1% | $69,483-57.7% | $152,909-80.8% |
| Participation rate | 12.5% | 78.1%-65.6pp | 74.6%-62.1pp | 82.5%-70.0pp |
| Annual return | 16.89% | 39.09%-22.2pp | 28.99%-12.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,096 | $4,415-75.2% | $3,537-69.0% | $5,851-81.3% |
| Admin fee / account holder | $587 | $6,210-90.6% | $3,841-84.7% | $11,601-94.9% |