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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 | $39,640 | $65,395-39.4% | $182,531-78.3% | $72,983-45.7% |
| Participation rate | 31.3% | 65.4%-34.2pp | 78.0%-46.7pp | 69.5%-38.2pp |
| Annual return | 22.70% | 27.68%-5.0pp | 148.57%-125.9pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,496 | $3,563-58.0% | $5,525-72.9% | $3,608-58.5% |
| Admin fee / account holder | $1,422 | $4,245-66.5% | $8,593-83.5% | $5,124-72.3% |