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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 | $61,989 | $77,814-20.3% | $158,223-60.8% | $86,983-28.7% |
| Participation rate | 25.0% | 68.4%-43.4pp | 79.2%-54.2pp | 69.5%-44.5pp |
| Annual return | 16.66% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,935 | $3,270-40.8% | $5,467-64.6% | $4,194-53.9% |
| Admin fee / account holder | $371 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |