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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 | $36,231 | $91,179-60.3% | $178,499-79.7% | $79,852-54.6% |
| Participation rate | 13.2% | 69.2%-56.0pp | 81.9%-68.8pp | 69.6%-56.5pp |
| Annual return | 14.63% | 24.19%-9.6pp | 151.10%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,834 | $3,236-43.3% | $5,202-64.7% | $3,740-51.0% |
| Admin fee / account holder | $4,974 | $6,749-26.3% | $13,986-64.4% | $5,306-6.3% |