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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 | $35,699 | $84,236-57.6% | $170,439-79.1% | $70,124-49.1% |
| Participation rate | 20.7% | 70.8%-50.1pp | 83.6%-62.9pp | 69.5%-48.9pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.94%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $974 | $3,086-68.4% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $370 | $5,698-93.5% | $13,881-97.3% | $4,645-92.0% |