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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 | $62,197 | $84,236-26.2% | $170,435-63.5% | $70,126-11.3% |
| Participation rate | 31.0% | 70.8%-39.9pp | 83.6%-52.6pp | 69.5%-38.6pp |
| Annual return | 22.53% | 23.06%-0.5pp | 205.94%-183.4pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,442 | $3,086-53.3% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $682 | $5,698-88.0% | $13,881-95.1% | $4,645-85.3% |