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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 | $39,767 | $112,729-64.7% | $98,716-59.7% | $137,256-71.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 18.43% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,591 | $4,640-22.6% | $4,048-11.3% | $6,407-44.0% |
| Admin fee / account holder | $349 | $10,129-96.6% | $8,703-96.0% | $12,270-97.2% |