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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 | $31,253 | $45,050-30.6% | $63,018-50.4% | $70,126-55.4% |
| Participation rate | 37.7% | 69.5%-31.8pp | 74.8%-37.1pp | 69.5%-31.9pp |
| Annual return | 17.93% | 18.76%-0.8pp | 87.62%-69.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,911 | $2,466+18.1% | $3,330-12.6% | $3,332-12.6% |
| Admin fee / account holder | $1,137 | $2,834-59.9% | $3,601-68.4% | $4,645-75.5% |