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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 | $73,787-29.1% | $98,716-47.0% | $82,448-36.6% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.3%-43.7pp | 68.1%-42.5pp |
| Annual return | 14.96% | 18.57%-3.6pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,051 | $3,081-33.4% | $4,048-49.3% | $4,139-50.5% |
| Admin fee / account holder | $926 | $6,500-85.8% | $8,703-89.4% | $7,234-87.2% |