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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 | $41,115 | $76,551-46.3% | $123,894-66.8% | $62,881-34.6% |
| Participation rate | 38.1% | 73.0%-34.9pp | 81.4%-43.3pp | 69.3%-31.2pp |
| Annual return | 7.50% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,622 | $4,840-45.8% | $5,984-56.2% | $3,203-18.2% |
| Admin fee / account holder | $3,400 | $4,826-29.5% | $8,357-59.3% | $4,296-20.8% |