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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 | $38,656 | $77,901-50.4% | $149,717-74.2% | $75,181-48.6% |
| Participation rate | 56.0% | 65.6%-9.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 22.22% | 31.73%-9.5pp | 134.41%-112.2pp | 160.69%-138.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,893 | $3,411-15.2% | $5,682-49.1% | $4,126-29.9% |
| Admin fee / account holder | $8,257 | $5,949+38.8% | $13,213-37.5% | $5,650+46.1% |