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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 | $57,636 | $116,203-50.4% | $93,621-38.4% | $152,897-62.3% |
| Participation rate | 39.1% | 78.1%-38.9pp | 75.8%-36.7pp | 82.5%-43.3pp |
| Annual return | 10.14% | 35.96%-25.8pp | 32.76%-22.6pp | 345.43%-335.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,522 | $4,605-23.5% | $4,070-13.5% | $5,851-39.8% |
| Admin fee / account holder | $1,840 | $10,751-82.9% | $7,890-76.7% | $11,599-84.1% |