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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 | $40,995 | $98,776-58.5% | $149,745-72.6% | $79,856-48.7% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.5%-29.4pp | 69.6%-16.5pp |
| Annual return | 19.84% | 27.38%-7.5pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,952 | $5,681+57.6% | $6,843+30.8% | $3,741+139.3% |
| Admin fee / account holder | $6,443 | $6,053+6.4% | $9,312-30.8% | $5,306+21.4% |