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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 | $33,129 | $77,905-57.5% | $149,682-77.9% | $75,173-55.9% |
| Participation rate | 56.3% | 65.6%-9.3pp | 78.8%-22.5pp | 67.2%-10.9pp |
| Annual return | 13.67% | 31.72%-18.0pp | 134.35%-120.7pp | 160.65%-147.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $930 | $3,411-72.7% | $5,681-83.6% | $4,126-77.5% |
| Admin fee / account holder | $3,084 | $5,957-48.2% | $13,210-76.7% | $5,651-45.4% |