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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 | $54,119 | $72,273-25.1% | $101,275-46.6% | $79,856-32.2% |
| Participation rate | 39.5% | 68.5%-29.0pp | 75.8%-36.3pp | 69.6%-30.2pp |
| Annual return | 12.73% | 22.30%-9.6pp | 46.48%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,800 | $3,282+15.8% | $4,371-13.1% | $3,741+1.6% |
| Admin fee / account holder | $2,075 | $4,401-52.9% | $5,948-65.1% | $5,306-60.9% |