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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 | $57,336 | $101,795-43.7% | $165,100-65.3% | $80,959-29.2% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.2pp | 67.7%-22.2pp |
| Annual return | 13.48% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,854 | $4,476-36.2% | $6,035-52.7% | $4,300-33.6% |
| Admin fee / account holder | $904 | $8,221-89.0% | $12,696-92.9% | $6,925-86.9% |