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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 | $35,837 | $61,338-41.6% | $149,717-76.1% | $71,495-49.9% |
| Participation rate | 34.8% | 62.5%-27.8pp | 78.8%-44.0pp | 67.9%-33.2pp |
| Annual return | 14.58% | 35.86%-21.3pp | 134.41%-119.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $878 | $2,919-69.9% | $5,682-84.5% | $4,291-79.5% |
| Admin fee / account holder | $5,010 | $1,263+296.8% | $13,213-62.1% | $1,588+215.5% |