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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 | $41,092 | $46,877-12.3% | $122,354-66.4% | $70,126-41.4% |
| Participation rate | 34.0% | 58.2%-24.2pp | 71.6%-37.6pp | 69.5%-35.5pp |
| Annual return | 16.31% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $323 | $1,288-75.0% | $4,051-92.0% | $2,343-86.2% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,396 | $3,324-58.0% | $5,479-74.5% | $4,645-69.9% |