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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 | $17,970 | $81,331-77.9% | $155,534-88.4% | $80,935-77.8% |
| Participation rate | 41.5% | 66.3%-24.7pp | 78.2%-36.7pp | 67.7%-26.2pp |
| Annual return | 10.75% | 33.37%-22.6pp | 64.92%-54.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,369 | $3,454-60.4% | $5,630-75.7% | $4,299-68.2% |
| Admin fee / account holder | $1,221 | $7,999-84.7% | $15,900-92.3% | $6,924-82.4% |