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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 | $81,262-68.8% | $155,602-83.7% | $80,911-68.6% |
| Participation rate | 22.6% | 66.2%-43.6pp | 78.2%-55.6pp | 67.6%-45.0pp |
| Annual return | 13.82% | 33.34%-19.5pp | 64.81%-51.0pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,265 | $3,451-34.4% | $5,629-59.8% | $4,297-47.3% |
| Admin fee / account holder | $412 | $7,992-94.8% | $15,923-97.4% | $6,935-94.1% |