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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 | $24,404 | $43,338-43.7% | $59,887-59.2% | $64,173-62.0% |
| Participation rate | 37.5% | 69.2%-31.7pp | 74.7%-37.2pp | 69.6%-32.1pp |
| Annual return | 8.64% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $914 | $2,547-64.1% | $3,402-73.1% | $3,470-73.7% |
| Admin fee / account holder | $2,871 | $3,007-4.5% | $3,591-20.1% | $4,887-41.3% |