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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 | $27,374 | $85,766-68.1% | $136,298-79.9% | $70,126-61.0% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 20.86% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,332 | $5,051+25.4% | $6,247+1.4% | $3,332+90.1% |
| Admin fee / account holder | $311 | $5,421-94.3% | $9,244-96.6% | $4,645-93.3% |