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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 | $31,805 | $90,400-64.8% | $186,193-82.9% | $87,485-63.6% |
| Participation rate | 43.3% | 66.2%-22.9pp | 77.1%-33.8pp | 68.9%-25.6pp |
| Annual return | 15.10% | 22.15%-7.1pp | 78.03%-62.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,517 | $4,330-65.0% | $6,513-76.7% | $4,274-64.5% |
| Admin fee / account holder | $12,027 | $8,673+38.7% | $11,058+8.8% | $7,775+54.7% |