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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 | $21,877 | $49,255-55.6% | $70,494-69.0% | $79,856-72.6% |
| Participation rate | 30.4% | 69.2%-38.7pp | 75.1%-44.6pp | 69.6%-39.2pp |
| Annual return | 6.44% | 30.10%-23.7pp | 109.16%-102.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $944 | $2,768-65.9% | $3,711-74.6% | $3,741-74.8% |
| Admin fee / account holder | $9,103 | $2,879+216.2% | $3,848+136.6% | $5,306+71.6% |