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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 | $22,285 | $40,275-44.7% | $57,356-61.1% | $59,633-62.6% |
| Participation rate | 18.9% | 69.1%-50.3pp | 75.1%-56.2pp | 68.7%-49.8pp |
| Annual return | 20.42% | 27.52%-7.1pp | 24.41%-4.0pp | 2041.45%-2021.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $963 | $2,400-59.9% | $3,162-69.5% | $3,192-69.8% |
| Admin fee / account holder | $3,739 | $2,820+32.6% | $3,357+11.4% | $4,297-13.0% |