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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 | $13,489 | $81,233-83.4% | $155,567-91.3% | $80,874-83.3% |
| Participation rate | 21.9% | 66.2%-44.4pp | 78.2%-56.3pp | 67.6%-45.8pp |
| Annual return | 27.84% | 33.33%-5.5pp | 64.74%-36.9pp | 35.62%-7.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $965 | $3,452-72.0% | $5,628-82.8% | $4,297-77.5% |
| Admin fee / account holder | $2,720 | $7,998-66.0% | $15,916-82.9% | $6,935-60.8% |