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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 | $42,948 | $59,839-28.2% | $81,988-47.6% | $79,858-46.2% |
| Participation rate | 30.0% | 61.6%-31.6pp | 69.3%-39.3pp | 69.6%-39.6pp |
| Annual return | 12.14% | 17.56%-5.4pp | 41.31%-29.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,148 | $2,695-57.4% | $3,722-69.2% | $3,740-69.3% |
| Admin fee / account holder | $14,630 | $4,287+241.2% | $5,665+158.3% | $5,306+175.7% |