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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 | $23,579 | $63,809-63.0% | $81,353-71.0% | $80,935-70.9% |
| Participation rate | 30.6% | 63.9%-33.3pp | 69.5%-38.9pp | 67.7%-37.0pp |
| Annual return | 17.25% | 16.37%+0.9pp | 24.82%-7.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,847 | $3,093-40.3% | $3,885-52.5% | $4,299-57.0% |
| Admin fee / account holder | $517 | $5,686-90.9% | $5,766-91.0% | $6,924-92.5% |