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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 | $30,332 | $86,940-65.1% | $102,434-70.4% | $80,935-62.5% |
| Participation rate | 45.1% | 72.4%-27.3pp | 76.5%-31.4pp | 67.7%-22.5pp |
| Annual return | 11.20% | 18.89%-7.7pp | 29.46%-18.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,893 | $4,121-29.8% | $5,055-42.8% | $4,299-32.7% |
| Admin fee / account holder | $916 | $8,047-88.6% | $9,462-90.3% | $6,924-86.8% |