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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 | $40,095 | $91,179-56.0% | $178,499-77.5% | $79,852-49.8% |
| Participation rate | 30.0% | 69.2%-39.2pp | 81.9%-51.9pp | 69.6%-39.6pp |
| Annual return | 16.97% | 24.19%-7.2pp | 151.10%-134.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,198 | $3,236-32.1% | $5,202-57.7% | $3,740-41.2% |
| Admin fee / account holder | $382 | $6,749-94.3% | $13,986-97.3% | $5,306-92.8% |