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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 | $31,597 | $84,236-62.5% | $170,435-81.5% | $70,126-54.9% |
| Participation rate | 44.8% | 70.8%-26.0pp | 83.6%-38.8pp | 69.5%-24.7pp |
| Annual return | 20.32% | 23.06%-2.7pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,204 | $3,086+3.8% | $4,939-35.1% | $3,332-3.8% |
| Admin fee / account holder | $4,897 | $5,698-14.1% | $13,881-64.7% | $4,645+5.4% |