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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 | $21,531 | $81,487-73.6% | $102,412-79.0% | $80,935-73.4% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.7%-33.7pp |
| Annual return | 14.71% | 25.60%-10.9pp | 24.94%-10.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,825 | $3,871-52.9% | $5,060-63.9% | $4,299-57.6% |
| Admin fee / account holder | $6,978 | $6,717+3.9% | $8,388-16.8% | $6,924+0.8% |