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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 | $35,108 | $91,198-61.5% | $178,503-80.3% | $79,856-56.0% |
| Participation rate | 68.9% | 69.2%-0.3pp | 81.9%-13.0pp | 69.6%-0.8pp |
| Annual return | 14.25% | 24.20%-9.9pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,040 | $3,237-67.9% | $5,202-80.0% | $3,741-72.2% |
| Admin fee / account holder | $3,002 | $6,748-55.5% | $13,987-78.5% | $5,306-43.4% |