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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 | $81,331-37.6% | $155,534-67.4% | $80,935-37.3% |
| Participation rate | 29.6% | 66.3%-36.7pp | 78.2%-48.6pp | 67.7%-38.1pp |
| Annual return | 19.94% | 33.37%-13.4pp | 64.92%-45.0pp | 35.66%-15.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,548 | $3,454-55.2% | $5,630-72.5% | $4,299-64.0% |
| Admin fee / account holder | $1,857 | $7,999-76.8% | $15,900-88.3% | $6,924-73.2% |