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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 | $37,060 | $111,814-66.9% | $103,374-64.1% | $145,959-74.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 16.04% | 24.77%-8.7pp | 24.89%-8.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,776 | $5,618-32.8% | $5,058-25.3% | $6,689-43.5% |
| Admin fee / account holder | $16,297 | $9,754+67.1% | $8,394+94.2% | $13,398+21.6% |