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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 | $38,584 | $93,617-58.8% | $135,982-71.6% | $75,177-48.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 32.21% | 30.89%+1.3pp | 68.32%-36.1pp | 160.75%-128.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,534 | $6,406-44.8% | $7,760-54.5% | $4,126-14.4% |
| Admin fee / account holder | $13,266 | $6,980+90.1% | $10,767+23.2% | $5,651+134.7% |