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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 | $37,134 | $56,544-34.3% | $75,501-50.8% | $70,126-47.0% |
| Participation rate | 45.7% | 68.1%-22.4pp | 72.4%-26.6pp | 69.5%-23.8pp |
| Annual return | 13.83% | 23.59%-9.8pp | 27.35%-13.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,644 | $2,580-36.3% | $3,142-47.7% | $3,332-50.7% |
| Admin fee / account holder | $2,235 | $3,827-41.6% | $5,801-61.5% | $4,645-51.9% |