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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 | $71,615-50.9% | $153,416-77.1% | $65,306-46.1% |
| Participation rate | 25.6% | 49.3%-23.7pp | 74.3%-48.8pp | 57.7%-32.1pp |
| Annual return | 11.92% | 12.62%-0.7pp | 17.84%-5.9pp | 21.94%-10.0pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $3,764-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,435 | $2,236-35.8% | $4,723-69.6% | $2,959-51.5% |
| Admin fee / account holder | $1,199 | $3,498-65.7% | $13,095-90.8% | $3,480-65.6% |