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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 | $37,100 | $215,361-82.8% | $171,082-78.3% | $273,972-86.5% |
| Participation rate | 42.1% | 82.0%-39.9pp | 76.7%-34.6pp | 83.0%-40.9pp |
| Annual return | 6.59% | 25.14%-18.5pp | 32.56%-26.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,394 | $5,543-74.9% | $4,797-70.9% | $5,287-73.6% |
| Admin fee / account holder | $6,246 | $10,846-42.4% | $8,520-26.7% | $10,133-38.4% |