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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 | $72,607-67.7% | $90,259-74.0% | $87,485-73.2% |
| Participation rate | 27.1% | 64.8%-37.7pp | 70.7%-43.7pp | 68.9%-41.8pp |
| Annual return | 18.77% | 18.59%+0.2pp | 18.88%-0.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,121 | $3,055-63.3% | $3,827-70.7% | $4,274-73.8% |
| Admin fee / account holder | $667 | $5,947-88.8% | $7,267-90.8% | $7,775-91.4% |