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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 | $35,195 | $228,395-84.6% | $185,861-81.1% | $158,982-77.9% |
| Participation rate | 34.8% | 82.3%-47.5pp | 78.0%-43.3pp | 82.0%-47.2pp |
| Annual return | 11.22% | 40.82%-29.6pp | 35.96%-24.7pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,183 | $6,417-66.0% | $5,634-61.3% | $5,983-63.5% |
| Admin fee / account holder | $1,758 | $11,869-85.2% | $9,503-81.5% | $11,252-84.4% |