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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 | $35,263 | $60,442-41.7% | $96,754-63.6% | $87,485-59.7% |
| Participation rate | 35.8% | 58.7%-22.9pp | 70.3%-34.5pp | 68.9%-33.1pp |
| Annual return | 17.04% | 21.97%-4.9pp | 82.04%-65.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,204 | $3,280-32.8% | $4,758-53.7% | $4,274-48.4% |
| Admin fee / account holder | $3,791 | $5,069-25.2% | $8,905-57.4% | $7,775-51.2% |