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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 | $38,172 | $41,377-7.7% | $109,313-65.1% | $62,881-39.3% |
| Participation rate | 25.8% | 57.5%-31.7pp | 71.3%-45.5pp | 69.3%-43.5pp |
| Annual return | 7.04% | 11.05%-4.0pp | 22.07%-15.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,638 | $2,045-19.9% | $3,166-48.3% | $3,203-48.9% |
| Admin fee / account holder | $5,682 | $2,884+97.0% | $5,666+0.3% | $4,296+32.3% |