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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 | $42,918 | $80,983-47.0% | $96,544-55.5% | $75,177-42.9% |
| Participation rate | 36.1% | 71.8%-35.7pp | 76.0%-39.9pp | 67.2%-31.1pp |
| Annual return | 13.73% | 27.05%-13.3pp | 25.88%-12.2pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,002 | $3,929-49.0% | $4,851-58.7% | $4,126-51.5% |
| Admin fee / account holder | $7,642 | $6,717+13.8% | $8,254-7.4% | $5,651+35.2% |