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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 | $39,141 | $91,559-57.3% | $133,978-70.8% | $79,856-51.0% |
| Participation rate | 35.5% | 73.3%-37.8pp | 79.8%-44.3pp | 69.6%-34.1pp |
| Annual return | 22.70% | 61.85%-39.1pp | 45.10%-22.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,012 | $3,734-46.1% | $5,047-60.1% | $3,741-46.2% |
| Admin fee / account holder | $1,307 | $6,321-79.3% | $8,930-85.4% | $5,306-75.4% |