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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 | $31,170 | $100,901-69.1% | $75,501-58.7% | $147,586-78.9% |
| Participation rate | 63.2% | 77.1%-14.0pp | 72.4%-9.2pp | 82.8%-19.7pp |
| Annual return | 17.22% | 35.78%-18.6pp | 27.35%-10.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,665 | $4,027+15.8% | $3,142+48.4% | $5,439-14.2% |
| Admin fee / account holder | $9,084 | $11,285-19.5% | $5,801+56.6% | $10,886-16.6% |