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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 | $30,131 | $58,868-48.8% | $191,597-84.3% | $64,097-53.0% |
| Participation rate | 41.6% | 50.0%-8.4pp | 76.9%-35.3pp | 55.2%-13.6pp |
| Annual return | 16.27% | 31.54%-15.3pp | 27.07%-10.8pp | 34.64%-18.4pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $5,025-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,562 | $3,724-58.1% | $6,850-77.2% | $3,080-49.3% |
| Admin fee / account holder | $1,101 | $4,871-77.4% | $22,799-95.2% | $3,454-68.1% |