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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 | $35,107 | $84,236-58.3% | $170,439-79.4% | $70,124-49.9% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.94%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,090 | $3,086-64.7% | $4,939-77.9% | $3,332-67.3% |
| Admin fee / account holder | $740 | $5,698-87.0% | $13,881-94.7% | $4,645-84.1% |