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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 | $57,398 | $94,315-39.1% | $239,403-76.0% | $116,462-50.7% |
| Participation rate | 44.4% | 71.7%-27.3pp | 82.2%-37.7pp | 74.7%-30.2pp |
| Annual return | 22.25% | 19.05%+3.2pp | 3.34%+18.9pp | 15.65%+6.6pp |
| Employer contribution / active EE | $0 | $1,745-100.0% | $4,656-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $3,293 | $2,870+14.7% | $4,239-22.3% | $3,836-14.2% |
| Admin fee / account holder | $20,281 | $9,071+123.6% | $21,121-4.0% | $12,754+59.0% |