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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 | $21,763 | $107,733-79.8% | $92,985-76.6% | $154,746-85.9% |
| Participation rate | 47.8% | 74.6%-26.7pp | 69.5%-21.7pp | 80.7%-32.9pp |
| Annual return | 13.11% | 30.39%-17.3pp | 27.99%-14.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,508 | $5,053-70.2% | $4,377-65.5% | $6,730-77.6% |
| Admin fee / account holder | $353 | $11,369-96.9% | $9,463-96.3% | $14,365-97.5% |