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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 | $21,479 | $77,816-72.4% | $123,552-82.6% | $64,173-66.5% |
| Participation rate | 36.3% | 74.7%-38.5pp | 82.3%-46.0pp | 69.6%-33.3pp |
| Annual return | 23.24% | 12.49%+10.8pp | 119.20%-96.0pp | 7.63%+15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,084 | $5,240-41.1% | $6,426-52.0% | $3,470-11.1% |
| Admin fee / account holder | $1,407 | $5,519-74.5% | $9,285-84.8% | $4,887-71.2% |