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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 | $23,489 | $54,763-57.1% | $90,324-74.0% | $72,976-67.8% |
| Participation rate | 46.7% | 65.2%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 30.03% | 30.63%-0.6pp | 78.15%-48.1pp | 81.02%-51.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,384 | $2,887+17.2% | $3,885-12.9% | $3,608-6.2% |
| Admin fee / account holder | $2,012 | $3,973-49.4% | $5,356-62.4% | $5,124-60.7% |