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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 | $29,920 | $81,696-63.4% | $70,494-57.6% | $158,982-81.2% |
| Participation rate | 38.5% | 77.7%-39.3pp | 75.1%-36.6pp | 82.0%-43.5pp |
| Annual return | 13.32% | 208.70%-195.4pp | 109.16%-95.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,115 | $4,558-75.5% | $3,711-69.9% | $5,983-81.4% |
| Admin fee / account holder | $12,760 | $6,200+105.8% | $3,848+231.6% | $11,252+13.4% |