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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 | $49,421 | $81,331-39.2% | $155,534-68.2% | $80,935-38.9% |
| Participation rate | 52.4% | 66.3%-13.9pp | 78.2%-25.8pp | 67.7%-15.3pp |
| Annual return | 13.12% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,037 | $3,454+16.9% | $5,630-28.3% | $4,299-6.1% |
| Admin fee / account holder | $44,264 | $7,999+453.4% | $15,900+178.4% | $6,924+539.2% |