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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 | $25,255 | $95,406-73.5% | $185,849-86.4% | $85,847-70.6% |
| Participation rate | 49.3% | 68.8%-19.5pp | 81.7%-32.5pp | 69.3%-20.1pp |
| Annual return | 16.28% | 23.59%-7.3pp | 122.10%-105.8pp | 318.61%-302.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,978 | $3,424-42.2% | $5,569-64.5% | $3,952-50.0% |
| Admin fee / account holder | $873 | $7,214-87.9% | $16,244-94.6% | $6,261-86.1% |