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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 | $60,858 | $136,860-55.5% | $120,344-49.4% | $154,746-60.7% |
| Participation rate | 34.8% | 79.9%-45.1pp | 76.7%-41.9pp | 80.7%-45.9pp |
| Annual return | 15.69% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,683 | $5,793-53.7% | $5,135-47.8% | $6,730-60.1% |
| Admin fee / account holder | $3,573 | $15,393-76.8% | $12,742-72.0% | $14,365-75.1% |