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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 | $34,323 | $117,895-70.9% | $102,460-66.5% | $145,897-76.5% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 16.66% | 31.92%-15.3pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,350 | $5,736-59.0% | $5,056-53.5% | $6,689-64.9% |
| Admin fee / account holder | $3,908 | $13,353-70.7% | $9,460-58.7% | $13,390-70.8% |