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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 | $65,306-53.9% | $238,191-87.3% | $65,306-53.9% |
| Participation rate | 41.6% | 57.7%-16.1pp | 77.1%-35.5pp | 57.7%-16.1pp |
| Annual return | 16.27% | 21.94%-5.7pp | 13.02%+3.3pp | 21.94%-5.7pp |
| Employer contribution / active EE | $0 | $1,967-100.0% | $5,082-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,562 | $2,959-47.2% | $6,726-76.8% | $2,959-47.2% |
| Admin fee / account holder | $1,101 | $3,480-68.3% | $34,582-96.8% | $3,480-68.3% |