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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 | $37,146 | $54,757-32.2% | $90,304-58.9% | $72,975-49.1% |
| Participation rate | 43.1% | 65.2%-22.1pp | 73.3%-30.2pp | 69.5%-26.4pp |
| Annual return | 17.52% | 30.63%-13.1pp | 78.13%-60.6pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,267 | $2,887-56.1% | $3,885-67.4% | $3,608-64.9% |
| Admin fee / account holder | $7,913 | $3,973+99.2% | $5,354+47.8% | $5,124+54.4% |