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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 | $68,607-48.7% | $147,027-76.1% | $64,340-45.3% |
| Participation rate | 25.6% | 50.4%-24.8pp | 73.7%-48.2pp | 55.2%-29.7pp |
| Annual return | 11.92% | 13.75%-1.8pp | 20.23%-8.3pp | 24.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,554-100.0% | $3,626-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,435 | $2,402-40.2% | $4,933-70.9% | $2,980-51.8% |
| Admin fee / account holder | $1,199 | $3,287-63.5% | $12,223-90.2% | $3,703-67.6% |