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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 | $22,965 | $43,075-46.7% | $74,577-69.2% | $62,881-63.5% |
| Participation rate | 39.4% | 58.1%-18.7pp | 68.1%-28.7pp | 69.3%-29.9pp |
| Annual return | 27.94% | 17.50%+10.4pp | 20.47%+7.5pp | 20.14%+7.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,765 | $2,389-26.1% | $3,458-49.0% | $3,203-44.9% |
| Admin fee / account holder | $7,787 | $2,840+174.2% | $4,138+88.2% | $4,296+81.3% |