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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 | $28,934 | $41,377-30.1% | $109,313-73.5% | $62,881-54.0% |
| Participation rate | 24.1% | 57.5%-33.4pp | 71.3%-47.1pp | 69.3%-45.2pp |
| Annual return | 9.82% | 11.05%-1.2pp | 22.07%-12.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,331 | $2,045-34.9% | $3,166-58.0% | $3,203-58.4% |
| Admin fee / account holder | $5,180 | $2,884+79.6% | $5,666-8.6% | $4,296+20.6% |