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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 | $26,317 | $72,492-63.7% | $87,102-69.8% | $72,983-63.9% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 19.39% | 24.46%-5.1pp | 28.19%-8.8pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,379 | $3,270-27.2% | $4,048-41.2% | $3,608-34.1% |
| Admin fee / account holder | $14,243 | $5,055+181.8% | $7,491+90.1% | $5,124+178.0% |