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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 | $87,878-59.8% | $97,411-63.7% | $82,637-57.2% |
| Participation rate | 52.0% | 75.6%-23.6pp | 80.4%-28.4pp | 68.1%-16.1pp |
| Annual return | 16.06% | 54.63%-38.6pp | 34.72%-18.7pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,718 | $5,525-32.7% | $5,886-36.8% | $4,126-9.9% |
| Admin fee / account holder | $2,688 | $6,743-60.1% | $7,145-62.4% | $7,339-63.4% |