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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 | $43,046 | $39,132+10.0% | $57,196-24.7% | $62,881-31.5% |
| Participation rate | 28.6% | 70.5%-41.9pp | 75.3%-46.8pp | 69.3%-40.7pp |
| Annual return | 5.68% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,035 | $2,374+70.0% | $3,096+30.3% | $3,203+26.0% |
| Admin fee / account holder | $1,598 | $2,594-38.4% | $3,141-49.1% | $4,296-62.8% |