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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 | $33,787 | $86,949-61.1% | $102,460-67.0% | $80,959-58.3% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.7%-19.4pp |
| Annual return | 11.29% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,950 | $4,121-28.4% | $5,056-41.7% | $4,300-31.4% |
| Admin fee / account holder | $743 | $8,048-90.8% | $9,460-92.1% | $6,925-89.3% |