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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 | $57,140-29.2% | $85,240-52.5% | $80,959-50.0% |
| Participation rate | 34.1% | 56.4%-22.3pp | 67.5%-33.4pp | 67.7%-33.6pp |
| Annual return | 18.89% | 21.71%-2.8pp | 66.75%-47.9pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,297 | $3,115+5.8% | $4,527-27.2% | $4,300-23.3% |
| Admin fee / account holder | $1,272 | $4,992-74.5% | $6,165-79.4% | $6,925-81.6% |