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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 | $26,346 | $49,239-46.5% | $70,462-62.6% | $79,858-67.0% |
| Participation rate | 18.9% | 69.2%-50.3pp | 75.1%-56.1pp | 69.6%-50.7pp |
| Annual return | 9.11% | 30.08%-21.0pp | 109.08%-100.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,344 | $2,769-51.5% | $3,710-63.8% | $3,740-64.1% |
| Admin fee / account holder | $12,666 | $2,876+340.3% | $3,845+229.4% | $5,306+138.7% |