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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 | $31,628 | $82,133-61.5% | $147,318-78.5% | $64,097-50.7% |
| Participation rate | 46.3% | 62.3%-16.0pp | 82.1%-35.8pp | 55.2%-8.9pp |
| Annual return | 23.23% | 78.78%-55.6pp | 70.43%-47.2pp | 34.64%-11.4pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,184 | $5,407+32.9% | $7,906-9.1% | $3,080+133.3% |
| Admin fee / account holder | $1,173 | $3,730-68.6% | $13,708-91.4% | $3,454-66.1% |