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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 | $88,360-52.5% | $145,433-71.1% | $67,986-38.2% |
| Participation rate | 30.5% | 65.5%-35.0pp | 82.1%-51.6pp | 57.2%-26.7pp |
| Annual return | 15.06% | 63.15%-48.1pp | 66.58%-51.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,632 | $5,932-72.5% | $7,897-79.3% | $3,358-51.4% |
| Admin fee / account holder | $9,819 | $3,313+196.4% | $13,129-25.2% | $3,203+206.5% |