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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 | $39,714 | $54,763-27.5% | $90,324-56.0% | $72,976-45.6% |
| Participation rate | 38.2% | 65.2%-27.0pp | 73.3%-35.1pp | 69.5%-31.3pp |
| Annual return | 22.47% | 30.63%-8.2pp | 78.15%-55.7pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,262 | $2,887-21.7% | $3,885-41.8% | $3,608-37.3% |
| Admin fee / account holder | $653 | $3,973-83.6% | $5,356-87.8% | $5,124-87.3% |