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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 | $37,558 | $27,826+35.0% | $65,583-42.7% | $71,529-47.5% |
| Participation rate | 26.5% | 57.6%-31.1pp | 65.0%-38.5pp | 67.9%-41.5pp |
| Annual return | 19.37% | 41.56%-22.2pp | 47.46%-28.1pp | 28.97%-9.6pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,692-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $892 | $1,861-52.1% | $2,833-68.5% | $4,291-79.2% |
| Admin fee / account holder | $3,332 | $3,850-13.4% | $4,112-18.9% | $1,588+109.8% |