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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 | $35,306 | $105,198-66.4% | $159,455-77.9% | $85,856-58.9% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 22.27% | 45.08%-22.8pp | 263.63%-241.4pp | 318.58%-296.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,751 | $5,946-53.7% | $7,353-62.6% | $3,952-30.4% |
| Admin fee / account holder | $2,155 | $6,934-68.9% | $10,800-80.0% | $6,261-65.6% |