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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 | $41,978 | $46,877-10.5% | $122,354-65.7% | $70,126-40.1% |
| Participation rate | 32.3% | 58.2%-26.0pp | 71.6%-39.4pp | 69.5%-37.3pp |
| Annual return | 16.07% | 24.22%-8.2pp | 30.28%-14.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $938 | $2,167-56.7% | $3,287-71.5% | $3,332-71.9% |
| Admin fee / account holder | $340 | $3,324-89.8% | $5,479-93.8% | $4,645-92.7% |