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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 | $29,967 | $78,672-61.9% | $109,163-72.5% | $85,856-65.1% |
| Participation rate | 41.9% | 68.3%-26.3pp | 75.9%-33.9pp | 69.3%-27.4pp |
| Annual return | 15.32% | 25.09%-9.8pp | 25.75%-10.4pp | 318.58%-303.3pp |
| Employer contribution / active EE | $4,043 | $2,734+47.9% | $3,723+8.6% | $2,565+57.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,232 | $5,470-77.5% | $6,754-81.8% | $6,261-80.3% |