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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 | $28,762 | $37,156-22.6% | $83,854-65.7% | $86,983-66.9% |
| Participation rate | 42.1% | 49.1%-6.9pp | 59.1%-17.0pp | 69.5%-27.4pp |
| Annual return | 18.39% | 29.88%-11.5pp | 31.39%-13.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,416 | $1,418-0.2% | $2,035-30.4% | $4,194-66.2% |
| Admin fee / account holder | $808 | $2,510-67.8% | $3,197-74.7% | $7,856-89.7% |