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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 | $82,133-53.3% | $147,318-74.0% | $64,097-40.2% |
| Participation rate | 9.0% | 62.3%-53.3pp | 82.1%-73.1pp | 55.2%-46.2pp |
| Annual return | 16.03% | 78.78%-62.8pp | 70.43%-54.4pp | 34.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,080 | $5,407-61.5% | $7,906-73.7% | $3,080-32.5% |
| Admin fee / account holder | $4,169 | $3,730+11.8% | $13,708-69.6% | $3,454+20.7% |