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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 | $35,557 | $51,207-30.6% | $70,565-49.6% | $75,177-52.7% |
| Participation rate | 42.9% | 61.0%-18.1pp | 68.4%-25.5pp | 67.2%-24.3pp |
| Annual return | 21.05% | 30.05%-9.0pp | 32.79%-11.7pp | 160.75%-139.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,359 | $2,850-17.2% | $4,568-48.4% | $4,126-42.8% |
| Admin fee / account holder | $496 | $4,097-87.9% | $6,430-92.3% | $5,651-91.2% |