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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 | $69,121 | $106,280-35.0% | $96,538-28.4% | $139,487-50.4% |
| Participation rate | 31.6% | 77.8%-46.3pp | 74.3%-42.8pp | 80.3%-48.8pp |
| Annual return | 11.90% | 38.48%-26.6pp | 35.74%-23.8pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,126 | $5,457-61.0% | $4,880-56.4% | $6,713-68.3% |
| Admin fee / account holder | $1,585 | $7,888-79.9% | $6,737-76.5% | $11,407-86.1% |