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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 | $37,195 | $53,128-30.0% | $86,581-57.0% | $70,124-47.0% |
| Participation rate | 32.1% | 65.3%-33.2pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 14.42% | 27.66%-13.2pp | 965.06%-950.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,450 | $2,695-46.2% | $3,609-59.8% | $3,332-56.5% |
| Admin fee / account holder | $9,114 | $3,584+154.3% | $4,904+85.8% | $4,645+96.2% |