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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 | $30,747 | $61,125-49.7% | $94,057-67.3% | $87,485-64.9% |
| Participation rate | 35.0% | 64.1%-29.1pp | 73.3%-38.3pp | 68.9%-33.9pp |
| Annual return | 14.66% | 35.20%-20.5pp | 480.62%-466.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,322 | $3,260-28.8% | $4,709-50.7% | $4,274-45.7% |
| Admin fee / account holder | $2,319 | $5,629-58.8% | $7,244-68.0% | $7,775-70.2% |