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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 | $24,890 | $45,041-44.7% | $63,003-60.5% | $70,131-64.5% |
| Participation rate | 58.2% | 69.5%-11.3pp | 74.8%-16.6pp | 69.5%-11.3pp |
| Annual return | 13.54% | 18.76%-5.2pp | 87.59%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,206 | $2,465-51.1% | $3,329-63.8% | $3,332-63.8% |
| Admin fee / account holder | $1,492 | $2,836-47.4% | $3,600-58.6% | $4,645-67.9% |