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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 | $42,953 | $81,331-47.2% | $155,534-72.4% | $80,935-46.9% |
| Participation rate | 31.0% | 66.3%-35.3pp | 78.2%-47.3pp | 67.7%-36.7pp |
| Annual return | 11.25% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,478 | $3,454-28.3% | $5,630-56.0% | $4,299-42.4% |
| Admin fee / account holder | $14,265 | $7,999+78.3% | $15,900-10.3% | $6,924+106.0% |