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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 | $73,011 | $112,729-35.2% | $98,716-26.0% | $137,256-46.8% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.3%-14.3pp | 80.0%-25.0pp |
| Annual return | 13.38% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,070 | $4,640-33.8% | $4,048-24.2% | $6,407-52.1% |
| Admin fee / account holder | $7,869 | $10,129-22.3% | $8,703-9.6% | $12,270-35.9% |