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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 | $78,520-17.8% | $96,576-33.1% | $82,448-21.7% |
| Participation rate | 42.3% | 77.7%-35.4pp | 81.4%-39.1pp | 68.1%-25.8pp |
| Annual return | 17.49% | 41.30%-23.8pp | 38.47%-21.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,153 | $6,754-38.5% | $7,956-47.8% | $4,139+0.3% |
| Admin fee / account holder | $12,824 | $13,455-4.7% | $11,381+12.7% | $7,234+77.3% |