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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 | $38,382 | $45,050-14.8% | $63,018-39.1% | $70,126-45.3% |
| Participation rate | 29.8% | 69.5%-39.7pp | 74.8%-45.0pp | 69.5%-39.8pp |
| Annual return | 20.97% | 18.76%+2.2pp | 87.62%-66.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,938 | $2,466-21.4% | $3,330-41.8% | $3,332-41.8% |
| Admin fee / account holder | $1,692 | $2,834-40.3% | $3,601-53.0% | $4,645-63.6% |