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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 | $10,091 | $58,057-82.6% | $97,032-89.6% | $86,983-88.4% |
| Participation rate | 43.2% | 60.4%-17.2pp | 71.6%-28.4pp | 69.5%-26.4pp |
| Annual return | 16.11% | 22.26%-6.2pp | 35.38%-19.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,123 | $3,244+27.1% | $4,672-11.8% | $4,194-1.7% |
| Admin fee / account holder | $5,689 | $4,839+17.6% | $9,418-39.6% | $7,856-27.6% |