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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 | $73,726 | $78,670-6.3% | $109,173-32.5% | $85,847-14.1% |
| Participation rate | 30.0% | 68.3%-38.3pp | 75.9%-45.9pp | 69.3%-39.3pp |
| Annual return | 13.08% | 25.09%-12.0pp | 25.75%-12.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,076 | $3,467-40.1% | $4,654-55.4% | $3,952-47.5% |
| Admin fee / account holder | $792 | $5,469-85.5% | $6,755-88.3% | $6,261-87.3% |