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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 | $28,956 | $69,248-58.2% | $64,101-54.8% | $139,466-79.2% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 18.21% | 45.95%-27.7pp | 33.72%-15.5pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,434 | $4,682+16.1% | $3,881+40.0% | $6,712-19.0% |
| Admin fee / account holder | $12,224 | $4,247+187.8% | $3,070+298.1% | $11,409+7.1% |