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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 | $24,150 | $64,359-62.5% | $90,161-73.2% | $70,126-65.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 22.76% | 28.13%-5.4pp | 34.89%-12.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,115 | $4,389-6.2% | $5,287-22.2% | $3,332+23.5% |
| Admin fee / account holder | $1,412 | $3,945-64.2% | $5,943-76.2% | $4,645-69.6% |