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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 | $38,158 | $72,486-47.4% | $87,103-56.2% | $72,976-47.7% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 22.81% | 24.46%-1.7pp | 28.19%-5.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,511 | $3,270-53.8% | $4,049-62.7% | $3,608-58.1% |
| Admin fee / account holder | $10,937 | $5,055+116.4% | $7,491+46.0% | $5,124+113.4% |