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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 | $36,961 | $135,956-72.8% | $123,894-70.2% | $273,972-86.5% |
| Participation rate | 14.3% | 84.1%-69.8pp | 81.4%-67.1pp | 83.0%-68.7pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,071 | $6,343-35.8% | $5,984-32.0% | $5,287-23.0% |
| Admin fee / account holder | $55,451 | $9,817+464.8% | $8,357+563.5% | $10,133+447.3% |