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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 | $39,187 | $43,344-9.6% | $59,899-34.6% | $64,173-38.9% |
| Participation rate | 27.8% | 69.2%-41.3pp | 74.7%-46.8pp | 69.6%-41.7pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $939 | $2,547-63.2% | $3,402-72.4% | $3,470-72.9% |
| Admin fee / account holder | $1,363 | $3,008-54.7% | $3,592-62.1% | $4,887-72.1% |