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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 | $41,999 | $75,058-44.0% | $152,301-72.4% | $64,340-34.7% |
| Participation rate | 30.5% | 60.9%-30.4pp | 82.4%-52.0pp | 55.2%-24.8pp |
| Annual return | 15.06% | 29.93%-14.9pp | 80.50%-65.4pp | 24.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,632 | $5,041-67.6% | $8,004-79.6% | $2,980-45.2% |
| Admin fee / account holder | $9,819 | $4,050+142.4% | $14,398-31.8% | $3,703+165.2% |