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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 | $36,520 | $86,050-57.6% | $189,758-80.8% | $94,015-61.2% |
| Participation rate | 31.6% | 68.9%-37.3pp | 79.8%-48.2pp | 70.8%-39.2pp |
| Annual return | 15.75% | 17.77%-2.0pp | 52.62%-36.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,383 | $3,349-58.7% | $5,856-76.4% | $4,249-67.5% |
| Admin fee / account holder | $1,079 | $6,627-83.7% | $20,388-94.7% | $8,951-87.9% |