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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 | $25,118 | $63,082-60.2% | $81,726-69.3% | $79,859-68.5% |
| Participation rate | 49.3% | 67.5%-18.3pp | 72.0%-22.8pp | 69.6%-20.4pp |
| Annual return | 19.26% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,126 | $2,780-23.5% | $7,108-70.1% | $3,741-43.2% |
| Admin fee / account holder | $2,260 | $4,428-49.0% | $5,160-56.2% | $5,307-57.4% |