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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 | $31,352 | $124,425-74.8% | $112,040-72.0% | $137,256-77.2% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 16.57% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,896 | $5,718-66.8% | $5,098-62.8% | $6,407-70.4% |
| Admin fee / account holder | $912 | $15,207-94.0% | $12,098-92.5% | $12,270-92.6% |