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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 | $57,777 | $146,267-60.5% | $197,124-70.7% | $82,448-29.9% |
| Participation rate | 67.5% | 84.0%-16.5pp | 86.7%-19.2pp | 68.1%-0.5pp |
| Annual return | 21.80% | 29.61%-7.8pp | 44.34%-22.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,763 | $7,035+38.8% | $9,135+6.9% | $4,139+135.9% |
| Admin fee / account holder | $9,621 | $14,422-33.3% | $16,298-41.0% | $7,234+33.0% |