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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 | $30,021 | $77,638-61.3% | $156,551-80.8% | $62,881-52.3% |
| Participation rate | 49.1% | 71.2%-22.1pp | 84.0%-34.9pp | 69.3%-20.2pp |
| Annual return | 7.61% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,773 | $3,444-19.5% | $5,501-49.6% | $2,281+21.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,276 | $5,561-41.1% | $13,028-74.9% | $4,296-23.7% |