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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 | $38,800 | $45,041-13.9% | $63,003-38.4% | $70,131-44.7% |
| Participation rate | 22.5% | 69.5%-47.0pp | 74.8%-52.3pp | 69.5%-47.0pp |
| Annual return | 11.40% | 18.76%-7.4pp | 87.59%-76.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $908 | $2,465-63.2% | $3,329-72.7% | $3,332-72.7% |
| Admin fee / account holder | $1,131 | $2,836-60.1% | $3,600-68.6% | $4,645-75.7% |