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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 | $36,820 | $47,848-23.0% | $81,473-54.8% | $70,126-47.5% |
| Participation rate | 15.2% | 58.3%-43.1pp | 68.0%-52.8pp | 69.5%-54.4pp |
| Annual return | 16.44% | 27.25%-10.8pp | 38.78%-22.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,065 | $2,453-56.6% | $3,537-69.9% | $3,332-68.0% |
| Admin fee / account holder | $8,680 | $3,145+176.0% | $4,561+90.3% | $4,645+86.8% |