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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 | $54,868 | $108,825-49.6% | $156,181-64.9% | $82,448-33.5% |
| Participation rate | 31.4% | 72.4%-40.9pp | 78.8%-47.4pp | 68.1%-36.6pp |
| Annual return | 15.22% | 20.59%-5.4pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,713 | $4,577+3.0% | $6,132-23.2% | $4,139+13.9% |
| Admin fee / account holder | $29,759 | $9,341+218.6% | $14,586+104.0% | $7,234+311.4% |