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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 | $46,001 | $123,155-62.6% | $108,753-57.7% | $155,188-70.4% |
| Participation rate | 43.5% | 75.6%-32.2pp | 71.1%-27.6pp | 80.8%-37.3pp |
| Annual return | 7.28% | 44.73%-37.5pp | 37.47%-30.2pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,411 | $4,623-69.5% | $4,115-65.7% | $6,531-78.4% |
| Admin fee / account holder | $2,565 | $12,126-78.8% | $10,320-75.1% | $14,480-82.3% |