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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 | $30,042 | $45,082-33.4% | $69,464-56.8% | $72,975-58.8% |
| Participation rate | 21.6% | 68.5%-46.9pp | 74.6%-53.0pp | 69.5%-47.9pp |
| Annual return | 11.52% | 22.66%-11.1pp | 28.98%-17.5pp | 81.01%-69.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,414 | $2,604-45.7% | $3,536-60.0% | $3,608-60.8% |
| Admin fee / account holder | $13,545 | $3,057+343.1% | $3,840+252.7% | $5,124+164.3% |