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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 | $52,897 | $115,911-54.4% | $100,530-47.4% | $158,950-66.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 8.93% | 34.80%-25.9pp | 30.89%-22.0pp | 302.91%-294.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,878 | $6,676-12.0% | $6,271-6.3% | $5,983-1.8% |
| Admin fee / account holder | $18,627 | $10,999+69.3% | $8,083+130.4% | $11,248+65.6% |