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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 | $41,821 | $76,407-45.3% | $150,298-72.2% | $82,448-49.3% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.7pp | 68.1%-10.0pp |
| Annual return | 33.79% | 39.99%-6.2pp | 62.79%-29.0pp | 41.64%-7.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,390 | $3,214-25.6% | $5,453-56.2% | $4,139-42.3% |
| Admin fee / account holder | $2,032 | $6,352-68.0% | $14,116-85.6% | $7,234-71.9% |