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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 | $56,792 | $96,965-41.4% | $97,995-42.0% | $147,586-61.5% |
| Participation rate | 38.5% | 83.6%-45.2pp | 82.4%-43.9pp | 82.8%-44.4pp |
| Annual return | 15.94% | 24.11%-8.2pp | 23.94%-8.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,919 | $5,081+16.5% | $5,097+16.1% | $5,439+8.8% |
| Admin fee / account holder | $4,753 | $8,120-41.5% | $5,943-20.0% | $10,886-56.3% |