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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 | $32,177 | $103,392-68.9% | $87,104-63.1% | $152,897-79.0% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 17.97% | 28.10%-10.1pp | 28.19%-10.2pp | 345.43%-327.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,941 | $4,778+3.4% | $4,048+22.1% | $5,851-15.5% |
| Admin fee / account holder | $19,087 | $12,194+56.5% | $7,491+154.8% | $11,599+64.6% |