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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 | $76,407-52.2% | $150,298-75.7% | $82,448-55.7% |
| Participation rate | 31.6% | 66.4%-34.8pp | 77.8%-46.2pp | 68.1%-36.5pp |
| Annual return | 15.75% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,383 | $3,214-57.0% | $5,453-74.6% | $4,139-66.6% |
| Admin fee / account holder | $1,079 | $6,352-83.0% | $14,116-92.4% | $7,234-85.1% |