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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 | $45,619 | $87,166-47.7% | $76,735-40.5% | $137,256-66.8% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 15.16% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,038 | $4,726-78.0% | $4,088-74.6% | $6,407-83.8% |
| Admin fee / account holder | $3,721 | $8,403-55.7% | $7,189-48.2% | $12,270-69.7% |