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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 | $76,407-38.5% | $150,298-68.7% | $82,448-43.0% |
| Participation rate | 23.7% | 66.4%-42.7pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 17.25% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,599 | $3,214-50.2% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $2,297 | $6,352-63.8% | $14,116-83.7% | $7,234-68.2% |