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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 | $27,511 | $61,605-55.3% | $112,273-75.5% | $75,173-63.4% |
| Participation rate | 24.0% | 61.7%-37.7pp | 72.4%-48.4pp | 67.2%-43.2pp |
| Annual return | 18.72% | 28.47%-9.7pp | 30.23%-11.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,939 | $3,108-5.4% | $4,800-38.8% | $4,126-28.8% |
| Admin fee / account holder | $603 | $4,862-87.6% | $7,752-92.2% | $5,651-89.3% |