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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 | $37,507 | $71,208-47.3% | $93,681-60.0% | $80,911-53.6% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.9pp | 67.6%-35.8pp |
| Annual return | 20.04% | 11.27%+8.8pp | 133.47%-113.4pp | 35.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,823 | $4,035-54.8% | $4,415-58.7% | $4,297-57.6% |
| Admin fee / account holder | $2,164 | $6,951-68.9% | $8,290-73.9% | $6,935-68.8% |