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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 | $42,956 | $115,225-62.7% | $100,712-57.3% | $138,895-69.1% |
| Participation rate | 26.3% | 74.3%-48.0pp | 69.3%-43.0pp | 79.9%-53.6pp |
| Annual return | 16.09% | 40.35%-24.3pp | 33.27%-17.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,843 | $4,699-60.8% | $4,085-54.9% | $6,396-71.2% |
| Admin fee / account holder | $2,108 | $10,844-80.6% | $9,256-77.2% | $12,562-83.2% |