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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 | $63,845-4.1% | $81,370-24.8% | $80,959-24.4% |
| Participation rate | 22.9% | 63.9%-41.0pp | 69.5%-46.7pp | 67.7%-44.8pp |
| Annual return | 13.50% | 16.37%-2.9pp | 24.85%-11.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,473 | $3,093-52.4% | $3,885-62.1% | $4,300-65.7% |
| Admin fee / account holder | $1,936 | $5,688-66.0% | $5,749-66.3% | $6,925-72.1% |