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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 | $41,257 | $83,898-50.8% | $133,346-69.1% | $94,015-56.1% |
| Participation rate | 27.4% | 63.4%-36.0pp | 72.8%-45.5pp | 70.8%-43.4pp |
| Annual return | 11.08% | 16.00%-4.9pp | 36.85%-25.8pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,032 | $3,245-37.4% | $4,332-53.1% | $4,249-52.2% |
| Admin fee / account holder | $1,938 | $7,809-75.2% | $14,264-86.4% | $8,951-78.3% |