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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 | $15,872 | $48,078-67.0% | $78,676-79.8% | $62,881-74.8% |
| Participation rate | 47.7% | 65.2%-17.5pp | 73.6%-25.9pp | 69.3%-21.6pp |
| Annual return | 14.42% | 31.36%-16.9pp | 62.19%-47.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,386 | $2,587-7.8% | $3,517-32.2% | $3,203-25.5% |
| Admin fee / account holder | $767 | $3,206-76.1% | $4,510-83.0% | $4,296-82.1% |