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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 | $37,906 | $77,962-51.4% | $178,540-78.8% | $80,935-53.2% |
| Participation rate | 35.7% | 65.7%-30.0pp | 77.1%-41.4pp | 67.7%-31.9pp |
| Annual return | 11.80% | 18.10%-6.3pp | 27.15%-15.3pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,584 | $4,404-64.0% | $6,281-74.8% | $4,299-63.1% |
| Admin fee / account holder | $3,512 | $7,156-50.9% | $10,424-66.3% | $6,924-49.3% |