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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 | $26,600 | $76,371-65.2% | $93,621-71.6% | $72,975-63.5% |
| Participation rate | 45.6% | 71.8%-26.2pp | 75.8%-30.3pp | 69.5%-23.9pp |
| Annual return | 19.70% | 25.82%-6.1pp | 32.76%-13.1pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,329 | $3,538-62.4% | $4,070-67.3% | $3,608-63.2% |
| Admin fee / account holder | $2,436 | $6,839-64.4% | $7,890-69.1% | $5,124-52.5% |