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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 | $81,262-56.6% | $155,602-77.4% | $80,911-56.5% |
| Participation rate | 30.2% | 66.2%-36.0pp | 78.2%-48.0pp | 67.6%-37.4pp |
| Annual return | 15.88% | 33.34%-17.5pp | 64.81%-48.9pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,136 | $3,451-67.1% | $5,629-79.8% | $4,297-73.6% |
| Admin fee / account holder | $10,874 | $7,992+36.1% | $15,923-31.7% | $6,935+56.8% |