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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 | $41,123 | $81,276-49.4% | $155,574-73.6% | $80,925-49.2% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 13.10% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,199 | $3,453-65.3% | $5,629-78.7% | $4,299-72.1% |
| Admin fee / account holder | $1,121 | $7,993-86.0% | $15,914-93.0% | $6,940-83.8% |