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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 | $40,205 | $90,486-55.6% | $78,676-48.9% | $273,972-85.3% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 5.67% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $749 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $1,585 | $5,263-69.9% | $4,510-64.9% | $10,133-84.4% |