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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 | $64,890-45.8% | $134,172-73.8% | $67,986-48.3% |
| Participation rate | 25.6% | 48.5%-23.0pp | 72.5%-46.9pp | 57.2%-31.6pp |
| Annual return | 11.92% | 16.12%-4.2pp | 25.30%-13.4pp | 31.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,435 | $2,289-37.3% | $4,690-69.4% | $3,358-57.3% |
| Admin fee / account holder | $1,199 | $3,140-61.8% | $12,016-90.0% | $3,203-62.6% |