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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 | $84,366 | $135,956-37.9% | $123,894-31.9% | $273,972-69.2% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 10.01% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,957 | $6,343-53.4% | $5,984-50.6% | $5,287-44.1% |
| Admin fee / account holder | $15,058 | $9,817+53.4% | $8,357+80.2% | $10,133+48.6% |