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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 | $20,620 | $39,132-47.3% | $57,196-63.9% | $62,881-67.2% |
| Participation rate | 38.6% | 70.5%-31.9pp | 75.3%-36.7pp | 69.3%-30.7pp |
| Annual return | 6.55% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,674 | $2,374-29.5% | $3,096-45.9% | $3,203-47.7% |
| Admin fee / account holder | $630 | $2,594-75.7% | $3,141-80.0% | $4,296-85.3% |