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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 | $30,694 | $54,757-43.9% | $90,304-66.0% | $72,975-57.9% |
| Participation rate | 59.5% | 65.2%-5.7pp | 73.3%-13.8pp | 69.5%-10.0pp |
| Annual return | 20.97% | 30.63%-9.7pp | 78.13%-57.2pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,938 | $2,887-32.9% | $3,885-50.1% | $3,608-46.3% |
| Admin fee / account holder | $409 | $3,973-89.7% | $5,354-92.4% | $5,124-92.0% |