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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 | $69,419 | $77,638-10.6% | $156,551-55.7% | $62,881+10.4% |
| Participation rate | 46.7% | 71.2%-24.5pp | 84.0%-37.3pp | 69.3%-22.6pp |
| Annual return | 7.36% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,076 | $3,046-31.8% | $4,871-57.4% | $3,203-35.2% |
| Admin fee / account holder | $2,724 | $5,561-51.0% | $13,028-79.1% | $4,296-36.6% |