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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 | $26,552 | $43,344-38.7% | $59,899-55.7% | $64,173-58.6% |
| Participation rate | 63.8% | 69.2%-5.4pp | 74.7%-10.9pp | 69.6%-5.8pp |
| Annual return | 10.36% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $2,547-42.0% | $3,402-56.6% | $3,470-57.4% |
| Admin fee / account holder | $2,055 | $3,008-31.7% | $3,592-42.8% | $4,887-58.0% |