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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 | $64,462-63.4% | $81,482-71.1% | $80,911-70.9% |
| Participation rate | 30.6% | 63.9%-33.3pp | 69.5%-38.9pp | 67.6%-37.0pp |
| Annual return | 17.25% | 16.35%+0.9pp | 24.79%-7.5pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,847 | $3,094-40.3% | $3,885-52.5% | $4,297-57.0% |
| Admin fee / account holder | $517 | $5,678-90.9% | $5,761-91.0% | $6,935-92.5% |