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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 | $25,676 | $86,050-70.2% | $189,758-86.5% | $94,015-72.7% |
| Participation rate | 16.2% | 68.9%-52.7pp | 79.8%-63.6pp | 70.8%-54.6pp |
| Annual return | 12.59% | 17.77%-5.2pp | 52.62%-40.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,489 | $3,349-55.5% | $5,856-74.6% | $4,249-65.0% |
| Admin fee / account holder | $416 | $6,627-93.7% | $20,388-98.0% | $8,951-95.3% |