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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 | $38,112 | $73,978-48.5% | $96,515-60.5% | $75,173-49.3% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 15.26% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,409 | $3,660-34.2% | $4,880-50.6% | $4,126-41.6% |
| Admin fee / account holder | $1,145 | $5,219-78.1% | $6,735-83.0% | $5,651-79.7% |