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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 | $38,319 | $118,467-67.7% | $98,450-61.1% | $139,456-72.5% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 21.24% | 18.95%+2.3pp | 21.16%+0.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,038 | $5,393+67.6% | $4,739+90.7% | $6,711+34.7% |
| Admin fee / account holder | $11,607 | $14,057-17.4% | $8,961+29.5% | $11,407+1.8% |