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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 | $57,833 | $98,240-41.1% | $82,312-29.7% | $147,586-60.8% |
| Participation rate | 45.0% | 79.7%-34.7pp | 76.9%-31.9pp | 82.8%-37.8pp |
| Annual return | 11.54% | 30.85%-19.3pp | 25.88%-14.3pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,039 | $4,383-7.9% | $3,706+9.0% | $5,439-25.7% |
| Admin fee / account holder | $5,827 | $8,563-32.0% | $5,608+3.9% | $10,886-46.5% |