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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 | $26,086 | $41,016-36.4% | $152,093-82.8% | $64,097-59.3% |
| Participation rate | 24.1% | 51.3%-27.3pp | 77.8%-53.7pp | 55.2%-31.1pp |
| Annual return | 32.21% | 39.60%-7.4pp | 66.36%-34.2pp | 34.64%-2.4pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,701 | $1,927-11.7% | $5,451-68.8% | $3,080-44.8% |
| Admin fee / account holder | $3,973 | $2,305+72.3% | $14,497-72.6% | $3,454+15.0% |