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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 | $26,497 | $106,864-75.2% | $147,318-82.0% | $82,637-67.9% |
| Participation rate | 56.3% | 75.5%-19.3pp | 82.1%-25.8pp | 68.1%-11.8pp |
| Annual return | 36.32% | 27.49%+8.8pp | 70.43%-34.1pp | 53.51%-17.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,526 | $6,496-45.7% | $7,906-55.4% | $4,126-14.5% |
| Admin fee / account holder | $1,105 | $8,415-86.9% | $13,708-91.9% | $7,339-84.9% |