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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 | $37,576 | $45,343-17.1% | $150,298-75.0% | $67,986-44.7% |
| Participation rate | 27.7% | 51.9%-24.2pp | 77.8%-50.1pp | 57.2%-29.5pp |
| Annual return | 14.53% | 33.28%-18.7pp | 62.79%-48.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $653 | $2,055-68.2% | $5,453-88.0% | $3,358-80.5% |
| Admin fee / account holder | $5,429 | $2,250+141.3% | $14,116-61.5% | $3,203+69.5% |