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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 | $45,091 | $65,034-30.7% | $90,970-50.4% | $79,856-43.5% |
| Participation rate | 39.1% | 61.6%-22.5pp | 69.0%-29.9pp | 69.6%-30.5pp |
| Annual return | 14.85% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,730 | $2,512-31.1% | $3,373-48.7% | $3,741-53.7% |
| Admin fee / account holder | $575 | $4,536-87.3% | $5,961-90.4% | $5,306-89.2% |