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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 | $26,131 | $75,183-65.2% | $123,894-78.9% | $55,167-52.6% |
| Participation rate | 43.3% | 72.8%-29.6pp | 81.4%-38.1pp | 69.0%-25.7pp |
| Annual return | 8.26% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,129 | $5,084-18.8% | $5,984-31.0% | $3,054+35.2% |
| Admin fee / account holder | $1,985 | $663+199.6% | $8,357-76.2% | $504+293.9% |