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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 | $49,528 | $84,236-41.2% | $170,435-70.9% | $70,126-29.4% |
| Participation rate | 36.2% | 70.8%-34.6pp | 83.6%-47.4pp | 69.5%-33.3pp |
| Annual return | 15.92% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,878 | $3,086-6.8% | $4,939-41.7% | $3,332-13.6% |
| Admin fee / account holder | $1,780 | $5,698-68.8% | $13,881-87.2% | $4,645-61.7% |