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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 | $27,127 | $76,407-64.5% | $150,298-82.0% | $82,448-67.1% |
| Participation rate | 22.5% | 66.4%-43.9pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 14.07% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,416 | $3,214-55.9% | $5,453-74.0% | $4,139-65.8% |
| Admin fee / account holder | $25,573 | $6,352+302.6% | $14,116+81.2% | $7,234+253.5% |