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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 | $28,934 | $71,215-59.4% | $93,696-69.1% | $80,935-64.3% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.7%-38.2pp |
| Annual return | 21.15% | 11.27%+9.9pp | 133.74%-112.6pp | 35.66%-14.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,284 | $4,037-18.6% | $4,417-25.6% | $4,299-23.6% |
| Admin fee / account holder | $1,661 | $6,958-76.1% | $8,287-80.0% | $6,924-76.0% |