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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 | $32,028 | $100,147-68.0% | $81,286-60.6% | $145,877-78.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 7.56% | 34.44%-26.9pp | 24.80%-17.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,620 | $4,607+0.3% | $3,883+19.0% | $6,691-30.9% |
| Admin fee / account holder | $645 | $8,201-92.1% | $5,764-88.8% | $13,402-95.2% |