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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 | $27,784 | $89,364-68.9% | $141,177-80.3% | $72,983-61.9% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.3pp | 69.5%-47.3pp |
| Annual return | 20.28% | 111.86%-91.6pp | 71.40%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,417 | $5,419-55.4% | $6,710-64.0% | $3,608-33.0% |
| Admin fee / account holder | $5,045 | $5,959-15.3% | $10,263-50.8% | $5,124-1.6% |