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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 | $60,721 | $76,834-21.0% | $108,359-44.0% | $87,485-30.6% |
| Participation rate | 36.4% | 61.7%-25.4pp | 70.1%-33.8pp | 68.9%-32.6pp |
| Annual return | 15.03% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,603 | $3,100-16.0% | $4,137-37.1% | $4,274-39.1% |
| Admin fee / account holder | $1,596 | $6,537-75.6% | $9,741-83.6% | $7,775-79.5% |