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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 | $22,062 | $56,438-60.9% | $76,872-71.3% | $71,511-69.1% |
| Participation rate | 53.9% | 64.3%-10.4pp | 69.6%-15.7pp | 67.9%-14.0pp |
| Annual return | 26.20% | 19.05%+7.2pp | 37.90%-11.7pp | 28.86%-2.7pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,256 | $3,136-28.1% | $3,832-41.1% | $4,291-47.4% |
| Admin fee / account holder | $1,057 | $1,430-26.1% | $5,476-80.7% | $1,588-33.4% |