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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 | $18,377 | $99,345-81.5% | $84,753-78.3% | $273,972-93.3% |
| Participation rate | 26.1% | 80.7%-54.6pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 11.91% | 22.93%-11.0pp | 22.78%-10.9pp | 41.46%-29.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,971 | $4,270-53.8% | $3,712-46.9% | $5,287-62.7% |
| Admin fee / account holder | $5,003 | $6,645-24.7% | $5,333-6.2% | $10,133-50.6% |