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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 | $43,611 | $52,580-17.1% | $71,671-39.2% | $70,126-37.8% |
| Participation rate | 29.0% | 60.9%-31.8pp | 68.7%-39.7pp | 69.5%-40.5pp |
| Annual return | 17.14% | 20.25%-3.1pp | 20.65%-3.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $992 | $2,386-58.4% | $3,438-71.2% | $3,332-70.2% |
| Admin fee / account holder | $889 | $3,653-75.7% | $5,558-84.0% | $4,645-80.9% |