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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 | $41,692 | $84,236-50.5% | $170,435-75.5% | $70,126-40.5% |
| Participation rate | 58.8% | 70.8%-12.1pp | 83.6%-24.8pp | 69.5%-10.8pp |
| Annual return | 15.62% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,609 | $3,086-47.9% | $4,939-67.4% | $3,332-51.7% |
| Admin fee / account holder | $2,078 | $5,698-63.5% | $13,881-85.0% | $4,645-55.3% |