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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 | $23,749 | $84,236-71.8% | $170,435-86.1% | $70,126-66.1% |
| Participation rate | 27.9% | 70.8%-43.0pp | 83.6%-55.7pp | 69.5%-41.7pp |
| Annual return | 12.37% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,266 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $2,455 | $5,698-56.9% | $13,881-82.3% | $4,645-47.1% |