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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 | $30,274 | $115,225-73.7% | $100,712-69.9% | $138,895-78.2% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 14.17% | 40.35%-26.2pp | 33.27%-19.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,104 | $4,699-55.2% | $4,085-48.5% | $6,396-67.1% |
| Admin fee / account holder | $12,710 | $10,844+17.2% | $9,256+37.3% | $12,562+1.2% |