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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 | $22,654 | $64,920-65.1% | $103,693-78.2% | $86,983-74.0% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 16.22% | 30.29%-14.1pp | 47.61%-31.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,752 | $3,241-45.9% | $4,579-61.7% | $4,194-58.2% |
| Admin fee / account holder | $4,452 | $6,191-28.1% | $7,858-43.3% | $7,856-43.3% |