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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 | $21,664 | $48,078-54.9% | $78,676-72.5% | $62,881-65.5% |
| Participation rate | 34.0% | 65.2%-31.2pp | 73.6%-39.6pp | 69.3%-35.3pp |
| Annual return | 7.20% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $2,587-57.5% | $3,517-68.8% | $3,203-65.7% |
| Admin fee / account holder | $931 | $3,206-70.9% | $4,510-79.3% | $4,296-78.3% |