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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 | $25,994 | $49,025-47.0% | $87,502-70.3% | $62,881-58.7% |
| Participation rate | 51.9% | 64.9%-13.0pp | 73.8%-22.0pp | 69.3%-17.5pp |
| Annual return | 8.09% | 10.02%-1.9pp | 12.21%-4.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,062 | $2,289+164.8% | $3,149+92.5% | $3,203+89.3% |
| Admin fee / account holder | $1,701 | $4,065-58.2% | $4,221-59.7% | $4,296-60.4% |