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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 | $28,499 | $57,590-50.5% | $86,233-67.0% | $82,448-65.4% |
| Participation rate | 26.5% | 57.9%-31.3pp | 69.0%-42.5pp | 68.1%-41.5pp |
| Annual return | 14.10% | 22.41%-8.3pp | 61.39%-47.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $786 | $3,080-74.5% | $4,559-82.8% | $4,139-81.0% |
| Admin fee / account holder | $1,636 | $4,730-65.4% | $8,342-80.4% | $7,234-77.4% |