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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 | $35,526 | $77,814-54.3% | $158,223-77.5% | $86,983-59.2% |
| Participation rate | 61.7% | 68.4%-6.7pp | 79.2%-17.5pp | 69.5%-7.8pp |
| Annual return | 17.95% | 30.54%-12.6pp | 52.09%-34.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,778 | $3,270+15.6% | $5,467-30.9% | $4,194-9.9% |
| Admin fee / account holder | $1,172 | $5,879-80.1% | $16,047-92.7% | $7,856-85.1% |