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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 | $17,828 | $69,590-74.4% | $136,867-87.0% | $94,015-81.0% |
| Participation rate | 38.6% | 66.3%-27.7pp | 74.5%-35.9pp | 70.8%-32.2pp |
| Annual return | 23.54% | 19.62%+3.9pp | 42.97%-19.4pp | 17.84%+5.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,893 | $3,437-44.9% | $4,924-61.5% | $4,249-55.4% |
| Admin fee / account holder | $854 | $8,912-90.4% | $10,340-91.7% | $8,951-90.5% |