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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 | $19,065 | $58,627-67.5% | $76,735-75.2% | $82,448-76.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 69.5%-44.5pp | 68.1%-43.1pp |
| Annual return | 13.68% | 39.10%-25.4pp | 29.77%-16.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,407 | $3,134-23.2% | $4,088-41.1% | $4,139-41.9% |
| Admin fee / account holder | $15,521 | $5,323+191.6% | $7,189+115.9% | $7,234+114.5% |