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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 | $48,858 | $153,769-68.2% | $133,975-63.5% | $273,972-82.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 14.08% | 36.51%-22.4pp | 29.29%-15.2pp | 41.46%-27.4pp |
| Employer contribution / active EE | $2,078 | $6,029-65.5% | $5,211-60.1% | $4,869-57.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,601 | $11,765-60.9% | $9,324-50.7% | $10,133-54.6% |