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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 | $55,244 | $76,407-27.7% | $150,298-63.2% | $82,448-33.0% |
| Participation rate | 10.3% | 66.4%-56.1pp | 77.8%-67.4pp | 68.1%-57.7pp |
| Annual return | 17.73% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,312 | $3,214-59.2% | $5,453-75.9% | $4,139-68.3% |
| Admin fee / account holder | $2,993 | $6,352-52.9% | $14,116-78.8% | $7,234-58.6% |