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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 | $46,473 | $77,638-40.1% | $156,551-70.3% | $62,881-26.1% |
| Participation rate | 59.5% | 71.2%-11.7pp | 84.0%-24.5pp | 69.3%-9.8pp |
| Annual return | 7.96% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,828 | $3,046+58.5% | $4,871-0.9% | $3,203+50.7% |
| Admin fee / account holder | $2,231 | $5,561-59.9% | $13,028-82.9% | $4,296-48.1% |