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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 | $86,033 | $141,001-39.0% | $112,228-23.3% | $139,487-38.3% |
| Participation rate | 52.2% | 79.2%-27.0pp | 72.4%-20.3pp | 80.3%-28.2pp |
| Annual return | 17.78% | 32.75%-15.0pp | 30.23%-12.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,719 | $5,877-53.7% | $4,800-43.4% | $6,713-59.5% |
| Admin fee / account holder | $33,203 | $9,959+233.4% | $7,752+328.3% | $11,407+191.1% |