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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 | $35,909 | $54,541-34.2% | $78,778-54.4% | $70,126-48.8% |
| Participation rate | 24.7% | 60.8%-36.1pp | 69.2%-44.5pp | 69.5%-44.8pp |
| Annual return | 17.14% | 21.07%-3.9pp | 35.62%-18.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,137 | $2,210-48.5% | $2,958-61.6% | $3,332-65.9% |
| Admin fee / account holder | $3,291 | $3,709-11.3% | $5,134-35.9% | $4,645-29.2% |