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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 | $52,301 | $76,834-31.9% | $108,359-51.7% | $87,485-40.2% |
| Participation rate | 25.6% | 61.7%-36.1pp | 70.1%-44.5pp | 68.9%-43.4pp |
| Annual return | 14.96% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,051 | $3,100-33.8% | $4,137-50.4% | $4,274-52.0% |
| Admin fee / account holder | $926 | $6,537-85.8% | $9,741-90.5% | $7,775-88.1% |