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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 | $27,970 | $45,343-38.3% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 27.7% | 51.9%-24.1pp | 77.8%-50.0pp | 57.2%-29.5pp |
| Annual return | 25.48% | 33.28%-7.8pp | 62.79%-37.3pp | 31.67%-6.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $904 | $2,055-56.0% | $5,453-83.4% | $3,358-73.1% |
| Admin fee / account holder | $1,903 | $2,250-15.4% | $14,116-86.5% | $3,203-40.6% |