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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 | $49,371 | $98,240-49.7% | $82,312-40.0% | $147,586-66.5% |
| Participation rate | 30.8% | 79.7%-49.0pp | 76.9%-46.1pp | 82.8%-52.1pp |
| Annual return | 16.72% | 30.85%-14.1pp | 25.88%-9.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $670 | $8,563-92.2% | $5,608-88.1% | $10,886-93.8% |