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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 | $29,886 | $54,541-45.2% | $78,778-62.1% | $70,124-57.4% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.2%-30.9pp | 69.5%-31.2pp |
| Annual return | 18.56% | 21.07%-2.5pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,323 | $2,210+5.1% | $2,958-21.5% | $3,332-30.3% |
| Admin fee / account holder | $2,704 | $3,709-27.1% | $5,134-47.3% | $4,645-41.8% |