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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 | $24,913 | $63,355-60.7% | $91,994-72.9% | $72,983-65.9% |
| Participation rate | 32.0% | 72.5%-40.5pp | 78.6%-46.6pp | 69.5%-37.5pp |
| Annual return | 29.37% | 35.35%-6.0pp | 69.03%-39.7pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,650 | $4,883-25.2% | $5,923-38.4% | $3,608+1.2% |
| Admin fee / account holder | $336 | $4,668-92.8% | $7,743-95.7% | $5,124-93.4% |