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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 | $33,769 | $54,763-38.3% | $90,324-62.6% | $72,976-53.7% |
| Participation rate | 22.2% | 65.2%-42.9pp | 73.3%-51.1pp | 69.5%-47.3pp |
| Annual return | 19.73% | 30.63%-10.9pp | 78.15%-58.4pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $855 | $2,887-70.4% | $3,885-78.0% | $3,608-76.3% |
| Admin fee / account holder | $4,345 | $3,973+9.3% | $5,356-18.9% | $5,124-15.2% |