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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 | $25,384 | $81,358-68.8% | $155,556-83.7% | $80,959-68.6% |
| Participation rate | 22.6% | 66.3%-43.6pp | 78.2%-55.6pp | 67.7%-45.0pp |
| Annual return | 13.82% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,265 | $3,455-34.5% | $5,631-59.8% | $4,300-47.3% |
| Admin fee / account holder | $412 | $7,994-94.8% | $15,885-97.4% | $6,925-94.1% |