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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 | $23,452 | $67,894-65.5% | $89,340-73.7% | $82,448-71.6% |
| Participation rate | 27.1% | 64.0%-37.0pp | 69.6%-42.5pp | 68.1%-41.0pp |
| Annual return | 18.77% | 19.21%-0.4pp | 20.57%-1.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,121 | $3,072-63.5% | $3,823-70.7% | $4,139-72.9% |
| Admin fee / account holder | $667 | $5,723-88.3% | $6,704-90.0% | $7,234-90.8% |