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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 | $39,369 | $100,901-61.0% | $75,501-47.9% | $147,585-73.3% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.4%-5.7pp | 82.8%-16.2pp |
| Annual return | 17.97% | 35.78%-17.8pp | 27.35%-9.4pp | 578.58%-560.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,842 | $4,027-54.3% | $3,142-41.4% | $5,439-66.1% |
| Admin fee / account holder | $7,756 | $11,285-31.3% | $5,801+33.7% | $10,886-28.7% |