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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 | $32,646 | $65,712-50.3% | $57,196-42.9% | $273,972-88.1% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 6.37% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,538 | $3,782-59.3% | $3,096-50.3% | $5,287-70.9% |
| Admin fee / account holder | $721 | $4,838-85.1% | $3,141-77.1% | $10,133-92.9% |