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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 | $45,942 | $77,416-40.7% | $69,464-33.9% | $152,897-70.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 19.84% | 39.08%-19.2pp | 28.98%-9.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,390 | $4,413-23.2% | $3,536-4.1% | $5,851-42.1% |
| Admin fee / account holder | $2,840 | $6,208-54.2% | $3,840-26.0% | $11,599-75.5% |