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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 | $34,249 | $98,240-65.1% | $82,312-58.4% | $147,586-76.8% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 16.14% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,017 | $4,383-31.2% | $3,706-18.6% | $5,439-44.5% |
| Admin fee / account holder | $19,187 | $8,563+124.1% | $5,608+242.1% | $10,886+76.3% |