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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 | $41,829 | $60,349-30.7% | $74,184-43.6% | $62,881-33.5% |
| Participation rate | 57.6% | 72.7%-15.1pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 5.41% | 21.38%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,902 | $2,856-33.4% | $3,550-46.4% | $3,203-40.6% |
| Admin fee / account holder | $3,341 | $4,261-21.6% | $5,586-40.2% | $4,296-22.2% |