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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 | $33,974 | $77,816-56.3% | $123,552-72.5% | $64,173-47.1% |
| Participation rate | 63.3% | 74.7%-11.4pp | 82.3%-19.0pp | 69.6%-6.2pp |
| Annual return | 6.78% | 12.49%-5.7pp | 119.20%-112.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,821 | $5,240+68.3% | $6,426+37.3% | $3,470+154.2% |
| Admin fee / account holder | $433 | $5,519-92.2% | $9,285-95.3% | $4,887-91.1% |