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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 | $32,568 | $45,343-28.2% | $150,298-78.3% | $67,986-52.1% |
| Participation rate | 59.8% | 51.9%+8.0pp | 77.8%-17.9pp | 57.2%+2.6pp |
| Annual return | 15.57% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,092 | $2,055+50.5% | $5,453-43.3% | $3,358-7.9% |
| Admin fee / account holder | $1,457 | $2,250-35.2% | $14,116-89.7% | $3,203-54.5% |