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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 | $64,280 | $85,171-24.5% | $172,752-62.8% | $72,975-11.9% |
| Participation rate | 32.6% | 70.1%-37.5pp | 82.6%-50.0pp | 69.5%-36.9pp |
| Annual return | 17.02% | 27.32%-10.3pp | 802.97%-786.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,895 | $3,260-11.2% | $5,198-44.3% | $3,608-19.8% |
| Admin fee / account holder | $763 | $5,880-87.0% | $13,955-94.5% | $5,124-85.1% |