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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 | $124,980-41.6% | $108,359-32.6% | $154,746-52.8% |
| Participation rate | 55.0% | 75.2%-20.2pp | 70.1%-15.1pp | 80.7%-25.7pp |
| Annual return | 13.38% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,070 | $4,743-35.3% | $4,137-25.8% | $6,730-54.4% |
| Admin fee / account holder | $7,869 | $11,502-31.6% | $9,741-19.2% | $14,365-45.2% |