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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 | $33,149 | $75,959-56.4% | $154,114-78.5% | $64,181-48.4% |
| Participation rate | 60.6% | 70.4%-9.8pp | 83.0%-22.4pp | 69.6%-9.0pp |
| Annual return | 10.20% | 30.32%-20.1pp | 735.16%-725.0pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,124 | $3,175-64.6% | $5,081-77.9% | $3,470-67.6% |
| Admin fee / account holder | $3,565 | $5,589-36.2% | $13,411-73.4% | $4,887-27.1% |