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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 | $63,773-61.0% | $81,286-69.4% | $80,925-69.3% |
| Participation rate | 13.8% | 63.9%-50.1pp | 69.5%-55.7pp | 67.7%-53.8pp |
| Annual return | 11.55% | 16.37%-4.8pp | 24.80%-13.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,959 | $3,093-36.7% | $3,883-49.5% | $4,299-54.4% |
| Admin fee / account holder | $4,048 | $5,682-28.8% | $5,764-29.8% | $6,940-41.7% |