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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 | $53,076 | $72,272-26.6% | $101,264-47.6% | $79,858-33.5% |
| Participation rate | 59.2% | 68.5%-9.3pp | 75.8%-16.6pp | 69.6%-10.5pp |
| Annual return | 11.84% | 22.30%-10.5pp | 46.48%-34.6pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,877 | $3,282+18.1% | $4,370-11.3% | $3,740+3.7% |
| Admin fee / account holder | $17,499 | $4,401+297.6% | $5,947+194.3% | $5,306+229.8% |