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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 | $31,803 | $63,845-50.2% | $81,370-60.9% | $80,959-60.7% |
| Participation rate | 53.1% | 63.9%-10.8pp | 69.5%-16.4pp | 67.7%-14.5pp |
| Annual return | 14.03% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,504 | $3,093-19.0% | $3,885-35.6% | $4,300-41.8% |
| Admin fee / account holder | $1,550 | $5,688-72.7% | $5,749-73.0% | $6,925-77.6% |