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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 | $41,914 | $67,411-37.8% | $91,004-53.9% | $70,124-40.2% |
| Participation rate | 58.6% | 71.4%-12.7pp | 75.6%-17.0pp | 69.5%-10.9pp |
| Annual return | 19.82% | -40.16%+60.0pp | 4.60%+15.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,626 | $2,823-42.4% | $3,548-54.2% | $3,332-51.2% |
| Admin fee / account holder | $922 | $4,236-78.2% | $5,417-83.0% | $4,645-80.2% |