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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 | $28,643 | $89,370-67.9% | $141,197-79.7% | $72,976-60.7% |
| Participation rate | 55.0% | 75.1%-20.1pp | 82.5%-27.5pp | 69.5%-14.5pp |
| Annual return | 21.56% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,739 | $5,419-49.5% | $6,710-59.2% | $3,608-24.1% |
| Admin fee / account holder | $666 | $5,957-88.8% | $10,265-93.5% | $5,124-87.0% |