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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 | $40,836 | $77,908-47.6% | $149,696-72.7% | $75,173-45.7% |
| Participation rate | 27.7% | 65.6%-37.9pp | 78.8%-51.1pp | 67.2%-39.5pp |
| Annual return | 13.67% | 31.73%-18.1pp | 134.46%-120.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $954 | $3,411-72.0% | $5,682-83.2% | $4,126-76.9% |
| Admin fee / account holder | $3,526 | $5,950-40.7% | $13,212-73.3% | $5,651-37.6% |