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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 | $117,829-70.9% | $102,423-66.5% | $145,877-76.5% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 16.66% | 31.83%-15.2pp | 29.42%-12.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,350 | $5,732-59.0% | $5,054-53.5% | $6,691-64.9% |
| Admin fee / account holder | $3,908 | $13,335-70.7% | $9,455-58.7% | $13,402-70.8% |