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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 | $24,317 | $65,712-63.0% | $57,196-57.5% | $273,972-91.1% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.3%-37.2pp | 83.0%-44.9pp |
| Annual return | 7.72% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,116 | $3,782-70.5% | $3,096-63.9% | $5,287-78.9% |
| Admin fee / account holder | $3,135 | $4,838-35.2% | $3,141-0.2% | $10,133-69.1% |