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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 | $60,279 | $87,733-31.3% | $106,554-43.4% | $85,851-29.8% |
| Participation rate | 33.3% | 71.9%-38.6pp | 76.1%-42.8pp | 69.3%-36.0pp |
| Annual return | 13.35% | 21.86%-8.5pp | 26.80%-13.5pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,571 | $3,469+2.9% | $4,398-18.8% | $3,952-9.6% |
| Admin fee / account holder | $479 | $6,767-92.9% | $7,408-93.5% | $6,261-92.3% |