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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 | $23,767 | $63,365-62.5% | $91,994-74.2% | $72,975-67.4% |
| Participation rate | 60.6% | 72.5%-11.9pp | 78.6%-18.0pp | 69.5%-8.9pp |
| Annual return | 24.62% | 35.35%-10.7pp | 69.04%-44.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,168 | $4,883+26.3% | $5,924+4.1% | $3,608+71.0% |
| Admin fee / account holder | $6,921 | $4,670+48.2% | $7,744-10.6% | $5,124+35.1% |