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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 | $35,232 | $81,358-56.7% | $155,556-77.4% | $80,959-56.5% |
| Participation rate | 30.2% | 66.3%-36.0pp | 78.2%-48.0pp | 67.7%-37.4pp |
| Annual return | 15.88% | 33.39%-17.5pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,136 | $3,455-67.1% | $5,631-79.8% | $4,300-73.6% |
| Admin fee / account holder | $10,874 | $7,994+36.0% | $15,885-31.5% | $6,925+57.0% |