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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 | $37,873 | $45,050-15.9% | $63,018-39.9% | $70,126-46.0% |
| Participation rate | 47.2% | 69.5%-22.3pp | 74.8%-27.6pp | 69.5%-22.3pp |
| Annual return | 14.89% | 18.76%-3.9pp | 87.62%-72.7pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,832 | $2,466+14.9% | $3,330-14.9% | $3,332-15.0% |
| Admin fee / account holder | $8,337 | $2,834+194.2% | $3,601+131.5% | $4,645+79.5% |