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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 | $41,956 | $77,962-46.2% | $178,540-76.5% | $80,935-48.2% |
| Participation rate | 24.4% | 65.7%-41.2pp | 77.1%-52.7pp | 67.7%-43.2pp |
| Annual return | 11.44% | 18.10%-6.7pp | 27.15%-15.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,691 | $4,404-61.6% | $6,281-73.1% | $4,299-60.7% |
| Admin fee / account holder | $3,980 | $7,156-44.4% | $10,424-61.8% | $6,924-42.5% |