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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 | $38,863 | $78,707-50.6% | $117,861-67.0% | $70,126-44.6% |
| Participation rate | 23.3% | 73.2%-49.9pp | 79.7%-56.4pp | 69.5%-46.3pp |
| Annual return | 15.51% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,780 | $3,297-15.7% | $4,482-38.0% | $3,332-16.6% |
| Admin fee / account holder | $3,284 | $5,066-35.2% | $8,021-59.1% | $4,645-29.3% |