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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 | $88,996-75.5% | $78,004-72.1% | $138,895-84.3% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.4%-21.6pp | 79.9%-32.1pp |
| Annual return | 13.11% | 28.03%-14.9pp | 31.07%-18.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,508 | $4,724-68.1% | $4,092-63.1% | $6,396-76.4% |
| Admin fee / account holder | $353 | $8,807-96.0% | $7,578-95.3% | $12,562-97.2% |