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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 | $42,688 | $48,078-11.2% | $78,676-45.7% | $62,881-32.1% |
| Participation rate | 29.0% | 65.2%-36.2pp | 73.6%-44.5pp | 69.3%-40.3pp |
| Annual return | 6.77% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $2,587-59.5% | $3,517-70.2% | $3,203-67.3% |
| Admin fee / account holder | $3,038 | $3,206-5.2% | $4,510-32.6% | $4,296-29.3% |