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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 | $30,747 | $69,590-55.8% | $136,867-77.5% | $94,015-67.3% |
| Participation rate | 35.0% | 66.3%-31.3pp | 74.5%-39.5pp | 70.8%-35.8pp |
| Annual return | 14.66% | 19.62%-5.0pp | 42.97%-28.3pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,322 | $3,437-32.4% | $4,924-52.8% | $4,249-45.4% |
| Admin fee / account holder | $2,319 | $8,912-74.0% | $10,340-77.6% | $8,951-74.1% |