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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 | $21,497 | $84,236-74.5% | $170,439-87.4% | $70,124-69.3% |
| Participation rate | 30.8% | 70.8%-40.1pp | 83.6%-52.8pp | 69.5%-38.8pp |
| Annual return | 15.61% | 23.06%-7.5pp | 205.94%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,271 | $3,086-26.4% | $4,939-54.0% | $3,332-31.8% |
| Admin fee / account holder | $2,561 | $5,698-55.1% | $13,881-81.6% | $4,645-44.9% |