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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 | $50,764 | $81,262-37.5% | $155,602-67.4% | $80,911-37.3% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.1pp |
| Annual return | 19.94% | 33.34%-13.4pp | 64.81%-44.9pp | 35.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,548 | $3,451-55.2% | $5,629-72.5% | $4,297-64.0% |
| Admin fee / account holder | $1,857 | $7,992-76.8% | $15,923-88.3% | $6,935-73.2% |