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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 | $24,368 | $48,078-49.3% | $78,676-69.0% | $62,881-61.2% |
| Participation rate | 31.0% | 65.2%-34.2pp | 73.6%-42.5pp | 69.3%-38.3pp |
| Annual return | 7.85% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $903 | $2,587-65.1% | $3,517-74.3% | $3,203-71.8% |
| Admin fee / account holder | $5,526 | $3,206+72.4% | $4,510+22.5% | $4,296+28.6% |