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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 | $41,487 | $65,027-36.2% | $90,970-54.4% | $79,852-48.0% |
| Participation rate | 34.9% | 61.6%-26.7pp | 69.0%-34.1pp | 69.6%-34.7pp |
| Annual return | 12.68% | 30.45%-17.8pp | 134.58%-121.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,840 | $2,512-26.8% | $3,373-45.5% | $3,740-50.8% |
| Admin fee / account holder | $10,249 | $4,535+126.0% | $5,960+72.0% | $5,306+93.2% |