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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 | $44,333 | $116,203-61.8% | $93,621-52.6% | $152,909-71.0% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 14.30% | 35.96%-21.7pp | 32.76%-18.5pp | 345.46%-331.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,262 | $4,605-29.2% | $4,070-19.8% | $5,851-44.2% |
| Admin fee / account holder | $11,086 | $10,751+3.1% | $7,890+40.5% | $11,601-4.4% |