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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 | $39,438 | $57,119-31.0% | $85,187-53.7% | $80,935-51.3% |
| Participation rate | 37.0% | 56.4%-19.4pp | 67.5%-30.5pp | 67.7%-30.6pp |
| Annual return | 13.79% | 21.70%-7.9pp | 66.67%-52.9pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,525 | $3,115-51.1% | $4,525-66.3% | $4,299-64.5% |
| Admin fee / account holder | $25,530 | $4,990+411.6% | $6,162+314.3% | $6,924+268.7% |