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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 | $26,126 | $64,359-59.4% | $90,161-71.0% | $70,124-62.7% |
| Participation rate | 43.7% | 70.4%-26.8pp | 76.9%-33.2pp | 69.5%-25.9pp |
| Annual return | 21.08% | 28.13%-7.1pp | 34.89%-13.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,142 | $4,389+39.9% | $5,287+16.2% | $3,332+84.4% |
| Admin fee / account holder | $6,421 | $3,945+62.8% | $5,943+8.0% | $4,645+38.2% |