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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 | $29,691 | $71,215-58.3% | $93,696-68.3% | $80,935-63.3% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 24.29% | 11.27%+13.0pp | 133.74%-109.5pp | 35.66%-11.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,718 | $4,037-57.4% | $4,417-61.1% | $4,299-60.0% |
| Admin fee / account holder | $317 | $6,958-95.4% | $8,287-96.2% | $6,924-95.4% |