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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 | $29,287 | $77,416-62.2% | $69,464-57.8% | $152,897-80.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.6%-31.7pp | 82.5%-39.6pp |
| Annual return | 22.61% | 39.08%-16.5pp | 28.98%-6.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,325 | $4,413-70.0% | $3,536-62.5% | $5,851-77.4% |
| Admin fee / account holder | $2,771 | $6,208-55.4% | $3,840-27.8% | $11,599-76.1% |