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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 | $21,216 | $58,493-63.7% | $84,021-74.7% | $72,975-70.9% |
| Participation rate | 19.4% | 61.2%-41.8pp | 69.0%-49.6pp | 69.5%-50.0pp |
| Annual return | 30.10% | 28.93%+1.2pp | 71.32%-41.2pp | 81.01%-50.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,059 | $2,394-14.0% | $3,239-36.4% | $3,608-42.9% |
| Admin fee / account holder | $3,130 | $4,569-31.5% | $6,102-48.7% | $5,124-38.9% |