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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 | $33,409 | $56,287-40.6% | $80,977-58.7% | $62,881-46.9% |
| Participation rate | 65.4% | 68.9%-3.6pp | 75.8%-10.4pp | 69.3%-3.9pp |
| Annual return | 7.02% | 22.13%-15.1pp | 17.11%-10.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,927 | $4,196-30.2% | $5,696-48.6% | $3,203-8.6% |
| Admin fee / account holder | $2,719 | $3,742-27.3% | $5,517-50.7% | $4,296-36.7% |