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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 | $41,991 | $41,377+1.5% | $109,313-61.6% | $62,881-33.2% |
| Participation rate | 23.0% | 57.5%-34.6pp | 71.3%-48.3pp | 69.3%-46.4pp |
| Annual return | 7.29% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,122 | $2,045-45.1% | $3,166-64.6% | $3,203-65.0% |
| Admin fee / account holder | $599 | $2,884-79.2% | $5,666-89.4% | $4,296-86.0% |