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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 | $36,385 | $110,379-67.0% | $102,412-64.5% | $145,884-75.1% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 15.38% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,982 | $5,622-47.0% | $5,060-41.1% | $6,690-55.4% |
| Admin fee / account holder | $18,306 | $9,745+87.9% | $8,388+118.2% | $13,392+36.7% |