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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 | $72,251 | $98,776-26.9% | $149,745-51.8% | $79,856-9.5% |
| Participation rate | 23.4% | 75.8%-52.4pp | 82.5%-59.1pp | 69.6%-46.2pp |
| Annual return | 18.74% | 27.38%-8.6pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,246 | $5,681-42.9% | $6,843-52.6% | $3,741-13.2% |
| Admin fee / account holder | $2,908 | $6,053-52.0% | $9,312-68.8% | $5,306-45.2% |