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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 | $11,990 | $45,041-73.4% | $63,003-81.0% | $70,131-82.9% |
| Participation rate | 28.9% | 69.5%-40.6pp | 74.8%-45.9pp | 69.5%-40.7pp |
| Annual return | 11.57% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,196 | $2,465-51.5% | $3,329-64.1% | $3,332-64.1% |
| Admin fee / account holder | $3,314 | $2,836+16.9% | $3,600-8.0% | $4,645-28.7% |