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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 | $27,228 | $62,589-56.5% | $76,768-64.5% | $64,173-57.6% |
| Participation rate | 49.3% | 72.8%-23.5pp | 77.0%-27.7pp | 69.6%-20.3pp |
| Annual return | 4.31% | -1.95%+6.3pp | 2.43%+1.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,509 | $3,145-20.2% | $3,852-34.9% | $3,470-27.7% |
| Admin fee / account holder | $2,040 | $4,667-56.3% | $6,675-69.4% | $4,887-58.3% |