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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 | $72,846 | $93,346-22.0% | $71,796+1.5% | $273,972-73.4% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 83.0%-63.0pp |
| Annual return | 8.68% | 130.39%-121.7pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $798 | $3,475-77.0% | $2,794-71.4% | $5,287-84.9% |
| Admin fee / account holder | $428 | $6,571-93.5% | $4,815-91.1% | $10,133-95.8% |