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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 | $41,899 | $80,992-48.3% | $96,534-56.6% | $75,173-44.3% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 14.48% | 27.05%-12.6pp | 25.88%-11.4pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,722 | $3,929-30.7% | $4,851-43.9% | $4,126-34.0% |
| Admin fee / account holder | $3,607 | $6,717-46.3% | $8,253-56.3% | $5,651-36.2% |