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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 | $62,256 | $75,541-17.6% | $152,093-59.1% | $82,637-24.7% |
| Participation rate | 47.8% | 66.5%-18.7pp | 77.8%-29.9pp | 68.1%-20.2pp |
| Annual return | 15.40% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,216 | $3,206+0.3% | $5,451-41.0% | $4,126-22.1% |
| Admin fee / account holder | $4,967 | $6,405-22.4% | $14,497-65.7% | $7,339-32.3% |