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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 | $35,860 | $46,877-23.5% | $122,354-70.7% | $70,126-48.9% |
| Participation rate | 35.8% | 58.2%-22.4pp | 71.6%-35.8pp | 69.5%-33.7pp |
| Annual return | 53.55% | 24.22%+29.3pp | 30.28%+23.3pp | 73.15%-19.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,192 | $2,167+47.3% | $3,287-2.9% | $3,332-4.2% |
| Admin fee / account holder | $5,007 | $3,324+50.6% | $5,479-8.6% | $4,645+7.8% |