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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 | $55,244 | $86,050-35.8% | $189,758-70.9% | $94,015-41.2% |
| Participation rate | 10.3% | 68.9%-58.6pp | 79.8%-69.5pp | 70.8%-60.5pp |
| Annual return | 17.73% | 17.77%0pp | 52.62%-34.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,312 | $3,349-60.8% | $5,856-77.6% | $4,249-69.1% |
| Admin fee / account holder | $2,993 | $6,627-54.8% | $20,388-85.3% | $8,951-66.6% |