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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 | $83,792 | $111,814-25.1% | $103,374-18.9% | $145,959-42.6% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 12.77% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,052 | $5,618-45.7% | $5,058-39.6% | $6,689-54.4% |
| Admin fee / account holder | $5,525 | $9,754-43.4% | $8,394-34.2% | $13,398-58.8% |