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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 | $68,500 | $93,598-26.8% | $135,974-49.6% | $75,173-8.9% |
| Participation rate | 26.8% | 75.2%-48.4pp | 81.9%-55.1pp | 67.2%-40.4pp |
| Annual return | 19.84% | 30.89%-11.0pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,749 | $6,405-57.1% | $7,760-64.6% | $4,126-33.4% |
| Admin fee / account holder | $1,735 | $6,978-75.1% | $10,767-83.9% | $5,651-69.3% |