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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 | $25,906 | $70,430-63.2% | $96,572-73.2% | $85,851-69.8% |
| Participation rate | 58.9% | 61.8%-2.9pp | 69.8%-10.9pp | 69.3%-10.4pp |
| Annual return | 15.26% | 18.58%-3.3pp | 37.79%-22.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,478 | $2,894+20.1% | $3,850-9.7% | $3,952-12.0% |
| Admin fee / account holder | $652 | $4,996-87.0% | $6,183-89.5% | $6,261-89.6% |