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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 | $58,780 | $67,602-13.0% | $82,312-28.6% | $70,126-16.2% |
| Participation rate | 26.1% | 72.8%-46.7pp | 76.9%-50.8pp | 69.5%-43.5pp |
| Annual return | 15.29% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,675 | $2,987-43.9% | $3,706-54.8% | $3,332-49.7% |
| Admin fee / account holder | $479 | $4,512-89.4% | $5,608-91.5% | $4,645-89.7% |