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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 | $34,193 | $86,940-60.7% | $102,434-66.6% | $80,935-57.8% |
| Participation rate | 20.8% | 72.4%-51.6pp | 76.5%-55.8pp | 67.7%-46.9pp |
| Annual return | 13.25% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,876 | $4,121-54.5% | $5,055-62.9% | $4,299-56.4% |
| Admin fee / account holder | $691 | $8,047-91.4% | $9,462-92.7% | $6,924-90.0% |