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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 | $37,397 | $67,602-44.7% | $82,312-54.6% | $70,126-46.7% |
| Participation rate | 40.7% | 72.8%-32.0pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 15.06% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,628 | $2,987-45.5% | $3,706-56.1% | $3,332-51.1% |
| Admin fee / account holder | $3,487 | $4,512-22.7% | $5,608-37.8% | $4,645-24.9% |