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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 | $52,721 | $84,953-37.9% | $163,379-67.7% | $82,637-36.2% |
| Participation rate | 23.4% | 65.9%-42.5pp | 76.8%-53.4pp | 68.1%-44.7pp |
| Annual return | 14.75% | 23.07%-8.3pp | 63.41%-48.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,752 | $4,326-59.5% | $6,282-72.1% | $4,126-57.5% |
| Admin fee / account holder | $1,043 | $7,921-86.8% | $9,818-89.4% | $7,339-85.8% |