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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 | $63,773-50.1% | $81,286-60.9% | $80,925-60.7% |
| Participation rate | 53.1% | 63.9%-10.8pp | 69.5%-16.4pp | 67.7%-14.5pp |
| Annual return | 14.03% | 16.37%-2.3pp | 24.80%-10.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,504 | $3,093-19.1% | $3,883-35.5% | $4,299-41.8% |
| Admin fee / account holder | $1,550 | $5,682-72.7% | $5,764-73.1% | $6,940-77.7% |