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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 | $27,228 | $76,371-64.3% | $93,621-70.9% | $72,975-62.7% |
| Participation rate | 65.8% | 71.8%-6.0pp | 75.8%-10.0pp | 69.5%-3.7pp |
| Annual return | 16.79% | 25.82%-9.0pp | 32.76%-16.0pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,429 | $3,538-59.6% | $4,070-64.9% | $3,608-60.4% |
| Admin fee / account holder | $21,201 | $6,839+210.0% | $7,890+168.7% | $5,124+313.8% |