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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 | $20,200 | $77,638-74.0% | $156,551-87.1% | $62,881-67.9% |
| Participation rate | 34.3% | 71.2%-36.9pp | 84.0%-49.7pp | 69.3%-35.0pp |
| Annual return | 12.89% | 50.33%-37.4pp | 32.23%-19.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,245 | $3,046-26.3% | $4,871-53.9% | $3,203-29.9% |
| Admin fee / account holder | $1,065 | $5,561-80.9% | $13,028-91.8% | $4,296-75.2% |