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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 | $40,449 | $57,073-29.1% | $85,126-52.5% | $80,925-50.0% |
| Participation rate | 34.1% | 56.4%-22.3pp | 67.5%-33.4pp | 67.7%-33.6pp |
| Annual return | 18.89% | 21.69%-2.8pp | 66.63%-47.7pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,297 | $3,113+5.9% | $4,523-27.1% | $4,299-23.3% |
| Admin fee / account holder | $1,272 | $4,988-74.5% | $6,160-79.4% | $6,940-81.7% |