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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 | $25,243 | $72,027-65.0% | $185,835-86.4% | $79,852-68.4% |
| Participation rate | 58.6% | 65.8%-7.1pp | 78.0%-19.4pp | 69.6%-11.0pp |
| Annual return | 22.92% | 23.13%-0.2pp | 35.96%-13.0pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,082 | $3,780+8.0% | $5,633-27.5% | $3,740+9.1% |
| Admin fee / account holder | $645 | $4,513-85.7% | $9,502-93.2% | $5,306-87.8% |