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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 | $21,108 | $46,534-54.6% | $64,097-67.1% | $75,177-71.9% |
| Participation rate | 41.3% | 65.9%-24.6pp | 72.3%-31.0pp | 67.2%-25.9pp |
| Annual return | 17.93% | 26.07%-8.1pp | 33.75%-15.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,059 | $2,835-27.4% | $3,881-47.0% | $4,126-50.1% |
| Admin fee / account holder | $690 | $2,957-76.7% | $3,070-77.5% | $5,651-87.8% |