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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 | $25,015 | $56,287-55.6% | $80,977-69.1% | $62,881-60.2% |
| Participation rate | 18.5% | 68.9%-50.4pp | 75.8%-57.3pp | 69.3%-50.8pp |
| Annual return | 11.68% | 22.13%-10.4pp | 17.11%-5.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,109 | $4,196-49.7% | $5,696-63.0% | $3,203-34.2% |
| Admin fee / account holder | $3,292 | $3,742-12.0% | $5,517-40.3% | $4,296-23.4% |