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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 | $32,431 | $102,385-68.3% | $147,080-78.0% | $80,935-59.9% |
| Participation rate | 54.3% | 75.9%-21.5pp | 82.2%-27.8pp | 67.7%-13.3pp |
| Annual return | 13.94% | 135.09%-121.2pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,716 | $6,651-59.2% | $8,066-66.3% | $4,299-36.8% |
| Admin fee / account holder | $2,714 | $7,951-65.9% | $12,989-79.1% | $6,924-60.8% |