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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 | $34,954 | $105,200-66.8% | $159,474-78.1% | $85,847-59.3% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 18.62% | 45.08%-26.5pp | 263.68%-245.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,039 | $5,946-15.2% | $7,353-31.5% | $3,952+27.5% |
| Admin fee / account holder | $1,404 | $6,934-79.8% | $10,802-87.0% | $6,261-77.6% |