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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 | $31,187 | $73,787-57.7% | $98,716-68.4% | $82,448-62.2% |
| Participation rate | 47.9% | 61.4%-13.5pp | 69.3%-21.4pp | 68.1%-20.2pp |
| Annual return | 15.16% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,352 | $3,081-23.7% | $4,048-41.9% | $4,139-43.2% |
| Admin fee / account holder | $1,911 | $6,500-70.6% | $8,703-78.0% | $7,234-73.6% |