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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 | $73,669 | $176,402-58.2% | $134,162-45.1% | $158,982-53.7% |
| Participation rate | 42.9% | 78.7%-35.9pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 17.87% | 63.66%-45.8pp | 36.35%-18.5pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $307 | $4,093-92.5% | $3,500-91.2% | $5,983-94.9% |
| Admin fee / account holder | $764 | $8,719-91.2% | $6,685-88.6% | $11,252-93.2% |