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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 | $36,793 | $51,184-28.1% | $66,439-44.6% | $86,983-57.7% |
| Participation rate | 24.2% | 68.5%-44.2pp | 74.5%-50.3pp | 69.5%-45.3pp |
| Annual return | 18.15% | 17.07%+1.1pp | 757.66%-739.5pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,088 | $2,927-62.8% | $3,876-71.9% | $4,194-74.1% |
| Admin fee / account holder | $764 | $4,154-81.6% | $6,173-87.6% | $7,856-90.3% |