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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 | $35,920 | $103,392-65.3% | $87,104-58.8% | $152,897-76.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 18.68% | 28.10%-9.4pp | 28.19%-9.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,089 | $4,778-56.3% | $4,048-48.4% | $5,851-64.3% |
| Admin fee / account holder | $7,405 | $12,194-39.3% | $7,491-1.1% | $11,599-36.2% |