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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 | $47,001 | $75,541-37.8% | $152,093-69.1% | $82,637-43.1% |
| Participation rate | 23.7% | 66.5%-42.9pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 17.25% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,599 | $3,206-50.1% | $5,451-70.7% | $4,126-61.2% |
| Admin fee / account holder | $2,297 | $6,405-64.1% | $14,497-84.2% | $7,339-68.7% |