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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 | $28,435 | $88,672-67.9% | $105,223-73.0% | $82,448-65.5% |
| Participation rate | 59.4% | 67.9%-8.5pp | 75.0%-15.7pp | 68.1%-8.7pp |
| Annual return | 21.41% | 30.86%-9.5pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,257 | $4,036-19.3% | $5,072-35.8% | $4,139-21.3% |
| Admin fee / account holder | $5,460 | $7,146-23.6% | $8,859-38.4% | $7,234-24.5% |