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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 | $35,177 | $65,122-46.0% | $135,792-74.1% | $64,097-45.1% |
| Participation rate | 25.6% | 47.1%-21.5pp | 72.6%-47.0pp | 55.2%-29.6pp |
| Annual return | 11.92% | 14.53%-2.6pp | 25.96%-14.0pp | 34.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,280-100.0% | $3,496-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,435 | $2,219-35.3% | $4,759-69.8% | $3,080-53.4% |
| Admin fee / account holder | $1,199 | $3,120-61.6% | $12,266-90.2% | $3,454-65.3% |