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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 | $40,185 | $58,627-31.5% | $76,735-47.6% | $82,448-51.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 13.75% | 39.10%-25.3pp | 29.77%-16.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,405 | $3,134-23.2% | $4,088-41.2% | $4,139-41.9% |
| Admin fee / account holder | $2,489 | $5,323-53.2% | $7,189-65.4% | $7,234-65.6% |