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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 | $20,689 | $58,493-64.6% | $84,021-75.4% | $72,975-71.6% |
| Participation rate | 26.7% | 61.2%-34.6pp | 69.0%-42.4pp | 69.5%-42.8pp |
| Annual return | 22.16% | 28.93%-6.8pp | 71.32%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,264 | $2,394-47.2% | $3,239-61.0% | $3,608-65.0% |
| Admin fee / account holder | $5,728 | $4,569+25.4% | $6,102-6.1% | $5,124+11.8% |