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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 | $35,027 | $46,599-24.8% | $64,101-45.4% | $75,173-53.4% |
| Participation rate | 40.7% | 65.9%-25.2pp | 72.3%-31.6pp | 67.2%-26.5pp |
| Annual return | 17.95% | 26.06%-8.1pp | 33.72%-15.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,117 | $2,837+80.4% | $3,881+31.8% | $4,126+24.0% |
| Admin fee / account holder | $38,328 | $2,956+1196.6% | $3,070+1148.3% | $5,651+578.3% |