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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 | $17,497 | $40,275-56.6% | $57,356-69.5% | $59,633-70.7% |
| Participation rate | 41.5% | 69.1%-27.7pp | 75.1%-33.6pp | 68.7%-27.2pp |
| Annual return | 2.29% | 27.52%-25.2pp | 24.41%-22.1pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,494 | $2,400+3.9% | $3,162-21.1% | $3,192-21.9% |
| Admin fee / account holder | $364 | $2,820-87.1% | $3,357-89.2% | $4,297-91.5% |