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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 | $61,213 | $64,517-5.1% | $81,438-24.8% | $80,874-24.3% |
| Participation rate | 22.9% | 63.9%-41.1pp | 69.5%-46.7pp | 67.6%-44.8pp |
| Annual return | 13.50% | 16.35%-2.8pp | 24.74%-11.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,473 | $3,096-52.4% | $3,883-62.1% | $4,297-65.7% |
| Admin fee / account holder | $1,936 | $5,677-65.9% | $5,764-66.4% | $6,935-72.1% |