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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 | $43,222 | $51,083-15.4% | $70,548-38.7% | $71,495-39.5% |
| Participation rate | 39.4% | 59.4%-19.9pp | 68.3%-28.9pp | 67.9%-28.5pp |
| Annual return | 17.21% | 42.64%-25.4pp | 32.78%-15.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,311 | $3,028-23.7% | $4,567-49.4% | $4,291-46.1% |
| Admin fee / account holder | $2,771 | $1,995+38.9% | $6,424-56.9% | $1,588+74.5% |