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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 | $31,186 | $78,707-60.4% | $117,861-73.5% | $70,126-55.5% |
| Participation rate | 23.1% | 73.2%-50.1pp | 79.7%-56.6pp | 69.5%-46.5pp |
| Annual return | 15.38% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,031 | $3,297-38.4% | $4,482-54.7% | $3,332-39.0% |
| Admin fee / account holder | $301 | $5,066-94.1% | $8,021-96.2% | $4,645-93.5% |