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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 | $35,507 | $48,078-26.1% | $78,676-54.9% | $62,881-43.5% |
| Participation rate | 6.2% | 65.2%-59.1pp | 73.6%-67.4pp | 69.3%-63.2pp |
| Annual return | 5.83% | 31.36%-25.5pp | 62.19%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $762 | $2,587-70.5% | $3,517-78.3% | $3,203-76.2% |
| Admin fee / account holder | $1,201 | $3,206-62.5% | $4,510-73.4% | $4,296-72.0% |