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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 | $64,566 | $78,197-17.4% | $98,090-34.2% | $82,637-21.9% |
| Participation rate | 42.3% | 77.5%-35.2pp | 81.5%-39.2pp | 68.1%-25.7pp |
| Annual return | 17.49% | 40.25%-22.8pp | 37.05%-19.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,153 | $6,636-37.4% | $7,845-47.1% | $4,126+0.7% |
| Admin fee / account holder | $12,824 | $14,832-13.5% | $11,815+8.5% | $7,339+74.7% |