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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 | $52,962 | $72,273-26.7% | $101,275-47.7% | $79,856-33.7% |
| Participation rate | 23.1% | 68.5%-45.4pp | 75.8%-52.7pp | 69.6%-46.6pp |
| Annual return | 15.94% | 22.30%-6.4pp | 46.48%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,545 | $2,691-5.4% | $3,660-30.5% | $2,471+3.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,443 | $4,401-67.2% | $5,948-75.7% | $5,306-72.8% |