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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 | $42,600 | $45,087-5.5% | $69,483-38.7% | $72,976-41.6% |
| Participation rate | 26.1% | 68.5%-42.3pp | 74.6%-48.5pp | 69.5%-43.4pp |
| Annual return | 5.82% | 22.67%-16.8pp | 28.99%-23.2pp | 81.02%-75.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $837 | $2,603-67.9% | $3,537-76.3% | $3,608-76.8% |
| Admin fee / account holder | $1,040 | $3,057-66.0% | $3,841-72.9% | $5,124-79.7% |