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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 | $38,329 | $88,360-56.6% | $145,433-73.6% | $67,986-43.6% |
| Participation rate | 9.0% | 65.5%-56.5pp | 82.1%-73.1pp | 57.2%-48.2pp |
| Annual return | 16.03% | 63.15%-47.1pp | 66.58%-50.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,080 | $5,932-64.9% | $7,897-73.7% | $3,358-38.1% |
| Admin fee / account holder | $4,169 | $3,313+25.8% | $13,129-68.2% | $3,203+30.2% |