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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 | $43,540 | $102,245-57.4% | $89,340-51.3% | $137,256-68.3% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 13.27% | 21.89%-8.6pp | 20.57%-7.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,039 | $4,436-9.0% | $3,823+5.7% | $6,407-37.0% |
| Admin fee / account holder | $20,727 | $8,085+156.3% | $6,704+209.2% | $12,270+68.9% |