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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 | $33,341 | $56,287-40.8% | $80,977-58.8% | $62,881-47.0% |
| Participation rate | 34.3% | 68.9%-34.6pp | 75.8%-41.5pp | 69.3%-35.0pp |
| Annual return | 11.39% | 22.13%-10.7pp | 17.11%-5.7pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,606 | $4,196-37.9% | $5,696-54.3% | $3,203-18.6% |
| Admin fee / account holder | $3,787 | $3,742+1.2% | $5,517-31.3% | $4,296-11.8% |