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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 | $23,418 | $71,230-67.1% | $93,727-75.0% | $80,959-71.1% |
| Participation rate | 51.6% | 60.4%-8.7pp | 68.7%-17.1pp | 67.7%-16.0pp |
| Annual return | 10.38% | 11.26%-0.9pp | 133.83%-123.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,935 | $4,037-52.1% | $4,417-56.2% | $4,300-55.0% |
| Admin fee / account holder | $1,188 | $6,961-82.9% | $8,292-85.7% | $6,925-82.9% |