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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 | $35,173 | $93,589-62.4% | $135,942-74.1% | $75,181-53.2% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.4pp |
| Annual return | 39.96% | 30.90%+9.1pp | 68.28%-28.3pp | 160.69%-120.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,057 | $6,405+25.8% | $7,759+3.8% | $4,126+95.3% |
| Admin fee / account holder | $2,975 | $6,977-57.4% | $10,764-72.4% | $5,650-47.3% |