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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 | $55,748 | $80,983-31.2% | $96,544-42.3% | $75,177-25.8% |
| Participation rate | 21.4% | 71.8%-50.4pp | 76.0%-54.6pp | 67.2%-45.8pp |
| Annual return | 14.72% | 27.05%-12.3pp | 25.88%-11.2pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,978 | $3,929-49.7% | $4,851-59.2% | $4,126-52.1% |
| Admin fee / account holder | $752 | $6,717-88.8% | $8,254-90.9% | $5,651-86.7% |