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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 | $89,259-68.1% | $107,187-73.5% | $82,637-65.6% |
| Participation rate | 59.4% | 67.9%-8.6pp | 75.0%-15.6pp | 68.1%-8.7pp |
| Annual return | 21.41% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,257 | $4,037-19.3% | $5,096-36.1% | $4,126-21.1% |
| Admin fee / account holder | $5,460 | $7,381-26.0% | $9,162-40.4% | $7,339-25.6% |