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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 | $32,317 | $56,894-43.2% | $84,753-61.9% | $62,881-48.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 18.13% | 6.30%+11.8pp | 22.78%-4.7pp | 20.14%-2.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,942 | $2,709+8.6% | $3,712-20.8% | $3,203-8.2% |
| Admin fee / account holder | $1,517 | $3,581-57.6% | $5,333-71.6% | $4,296-64.7% |