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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 | $50,883 | $135,956-62.6% | $123,894-58.9% | $273,972-81.4% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 4.10% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,098 | $6,343-19.6% | $5,984-14.8% | $5,287-3.6% |
| Admin fee / account holder | $15,900 | $9,817+62.0% | $8,357+90.3% | $10,133+56.9% |