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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 | $39,712 | $56,134-29.3% | $96,171-58.7% | $85,847-53.7% |
| Participation rate | 53.2% | 56.7%-3.5pp | 68.4%-15.3pp | 69.3%-16.2pp |
| Annual return | 16.40% | 42.30%-25.9pp | 192.04%-175.6pp | 318.61%-302.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,258 | $2,858-56.0% | $4,350-71.1% | $3,952-68.2% |
| Admin fee / account holder | $10,660 | $3,769+182.8% | $5,538+92.5% | $6,261+70.3% |