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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 | $83,549 | $103,164-19.0% | $90,259-7.4% | $154,746-46.0% |
| Participation rate | 22.2% | 76.1%-53.9pp | 70.7%-48.5pp | 80.7%-58.5pp |
| Annual return | 16.45% | 19.25%-2.8pp | 18.88%-2.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,287 | $4,422-70.9% | $3,827-66.4% | $6,730-80.9% |
| Admin fee / account holder | $6,516 | $8,593-24.2% | $7,267-10.3% | $14,365-54.6% |