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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 | $80,512 | $64,311+25.2% | $57,356+40.4% | $125,389-35.8% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.1%-40.1pp | 83.2%-48.2pp |
| Annual return | 4.27% | 25.14%-20.9pp | 24.41%-20.1pp | 282.24%-278.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,747 | $3,846+49.4% | $3,162+81.8% | $5,352+7.4% |
| Admin fee / account holder | $24,890 | $5,243+374.7% | $3,357+641.4% | $9,541+160.9% |