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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 | $27,583 | $58,851-53.1% | $115,170-76.0% | $72,975-62.2% |
| Participation rate | 59.1% | 65.5%-6.5pp | 75.9%-16.8pp | 69.5%-10.4pp |
| Annual return | 21.63% | 23.16%-1.5pp | 35.60%-14.0pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,587 | $2,643-40.0% | $4,169-61.9% | $3,608-56.0% |
| Admin fee / account holder | $2,450 | $6,370-61.5% | $7,089-65.4% | $5,124-52.2% |