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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 | $39,424 | $76,551-48.5% | $123,894-68.2% | $62,881-37.3% |
| Participation rate | 44.9% | 73.0%-28.1pp | 81.4%-36.5pp | 69.3%-24.4pp |
| Annual return | 12.94% | 18.68%-5.7pp | 47.52%-34.6pp | 20.14%-7.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,472 | $4,840-48.9% | $5,984-58.7% | $3,203-22.8% |
| Admin fee / account holder | $356 | $4,826-92.6% | $8,357-95.7% | $4,296-91.7% |