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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 | $24,338 | $84,953-71.4% | $163,379-85.1% | $82,637-70.5% |
| Participation rate | 29.9% | 65.9%-36.1pp | 76.8%-46.9pp | 68.1%-38.2pp |
| Annual return | 16.13% | 23.07%-6.9pp | 63.41%-47.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,547 | $4,326-64.2% | $6,282-75.4% | $4,126-62.5% |
| Admin fee / account holder | $7,701 | $7,921-2.8% | $9,818-21.6% | $7,339+4.9% |