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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 | $40,255 | $58,627-31.3% | $76,735-47.5% | $82,448-51.2% |
| Participation rate | 17.5% | 63.2%-45.7pp | 69.5%-52.0pp | 68.1%-50.6pp |
| Annual return | 14.34% | 39.10%-24.8pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,894 | $3,134-39.5% | $4,088-53.7% | $4,139-54.2% |
| Admin fee / account holder | $17,130 | $5,323+221.8% | $7,189+138.3% | $7,234+136.8% |