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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 | $53,381 | $65,685-18.7% | $57,181-6.6% | $273,968-80.5% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 4.91% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,368 | $3,781-63.8% | $3,096-55.8% | $5,287-74.1% |
| Admin fee / account holder | $6,643 | $4,835+37.4% | $3,139+111.6% | $10,132-34.4% |