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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 | $24,876 | $63,845-61.0% | $81,370-69.4% | $80,959-69.3% |
| Participation rate | 13.8% | 63.9%-50.0pp | 69.5%-55.7pp | 67.7%-53.8pp |
| Annual return | 11.55% | 16.37%-4.8pp | 24.85%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,959 | $3,093-36.7% | $3,885-49.6% | $4,300-54.4% |
| Admin fee / account holder | $4,048 | $5,688-28.8% | $5,749-29.6% | $6,925-41.6% |