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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 | $24,159 | $92,985-74.0% | $153,432-84.3% | $80,874-70.1% |
| Participation rate | 7.1% | 69.0%-61.8pp | 77.1%-69.9pp | 67.6%-60.5pp |
| Annual return | 12.58% | 19.95%-7.4pp | 15.66%-3.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,038-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $586 | $8,880-93.4% | $12,725-95.4% | $6,935-91.6% |