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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 | $35,330 | $90,674-61.0% | $96,707-63.5% | $82,448-57.1% |
| Participation rate | 52.0% | 75.9%-23.9pp | 80.4%-28.4pp | 68.1%-16.1pp |
| Annual return | 16.06% | 49.05%-33.0pp | 34.78%-18.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,718 | $5,696-34.7% | $5,997-38.0% | $4,139-10.2% |
| Admin fee / account holder | $2,688 | $7,568-64.5% | $7,503-64.2% | $7,234-62.8% |