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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 | $15,692 | $84,953-81.5% | $163,379-90.4% | $82,637-81.0% |
| Participation rate | 57.9% | 65.9%-8.1pp | 76.8%-18.9pp | 68.1%-10.2pp |
| Annual return | 16.50% | 23.07%-6.6pp | 63.41%-46.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,280 | $4,326-24.2% | $6,282-47.8% | $4,126-20.5% |
| Admin fee / account holder | $4,931 | $7,921-37.8% | $9,818-49.8% | $7,339-32.8% |