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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 | $39,425 | $81,476-51.6% | $102,383-61.5% | $80,925-51.3% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.7%-35.5pp |
| Annual return | 18.44% | 25.59%-7.2pp | 24.94%-6.5pp | 35.65%-17.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,238 | $3,871-42.2% | $5,060-55.8% | $4,299-47.9% |
| Admin fee / account holder | $7,693 | $6,717+14.5% | $8,391-8.3% | $6,940+10.8% |