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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 | $61,598 | $101,798-39.5% | $165,071-62.7% | $80,935-23.9% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.7%-26.9pp |
| Annual return | 15.73% | 16.73%-1.0pp | 70.17%-54.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,240 | $4,476-50.0% | $6,035-62.9% | $4,299-47.9% |
| Admin fee / account holder | $763 | $8,221-90.7% | $12,695-94.0% | $6,924-89.0% |