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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 | $41,078 | $77,901-47.3% | $149,717-72.6% | $75,181-45.4% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 16.28% | 31.73%-15.4pp | 134.41%-118.1pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,248 | $3,411-34.1% | $5,682-60.4% | $4,126-45.5% |
| Admin fee / account holder | $1,984 | $5,949-66.6% | $13,213-85.0% | $5,650-64.9% |