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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 | $34,002 | $91,167-62.7% | $178,498-81.0% | $79,858-57.4% |
| Participation rate | 15.3% | 69.2%-53.9pp | 81.9%-66.7pp | 69.6%-54.4pp |
| Annual return | 10.63% | 24.19%-13.6pp | 151.09%-140.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,683 | $3,236-48.0% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $4,008 | $6,747-40.6% | $13,985-71.3% | $5,306-24.5% |