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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 | $56,411 | $109,359-48.4% | $162,177-65.2% | $72,975-22.7% |
| Participation rate | 51.0% | 84.3%-33.3pp | 87.6%-36.6pp | 69.5%-18.5pp |
| Annual return | 23.90% | 25.46%-1.6pp | 115.60%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,900 | $5,481+7.6% | $7,297-19.1% | $3,608+63.5% |
| Admin fee / account holder | $12,418 | $7,972+55.8% | $10,843+14.5% | $5,124+142.3% |