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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 | $34,258 | $76,407-55.2% | $150,298-77.2% | $82,448-58.4% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 15.62% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $844 | $3,214-73.7% | $5,453-84.5% | $4,139-79.6% |
| Admin fee / account holder | $3,232 | $6,352-49.1% | $14,116-77.1% | $7,234-55.3% |