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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 | $49,667 | $98,766-49.7% | $149,730-66.8% | $79,852-37.8% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.5pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.70%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,240 | $5,681-43.0% | $6,843-52.6% | $3,740-13.4% |
| Admin fee / account holder | $3,886 | $6,052-35.8% | $9,310-58.3% | $5,306-26.8% |