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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 | $24,223 | $54,541-55.6% | $78,778-69.3% | $70,126-65.5% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 22.55% | 21.07%+1.5pp | 35.62%-13.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,532 | $2,210-30.7% | $2,958-48.2% | $3,332-54.0% |
| Admin fee / account holder | $503 | $3,709-86.4% | $5,134-90.2% | $4,645-89.2% |