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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 | $39,495 | $45,087-12.4% | $69,483-43.2% | $72,976-45.9% |
| Participation rate | 42.4% | 68.5%-26.1pp | 74.6%-32.2pp | 69.5%-27.1pp |
| Annual return | 19.91% | 22.67%-2.8pp | 28.99%-9.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,298 | $2,603+65.1% | $3,537+21.5% | $3,608+19.1% |
| Admin fee / account holder | $480 | $3,057-84.3% | $3,841-87.5% | $5,124-90.6% |