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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 | $66,983 | $76,407-12.3% | $150,298-55.4% | $82,448-18.8% |
| Participation rate | 42.1% | 66.4%-24.3pp | 77.8%-35.7pp | 68.1%-26.0pp |
| Annual return | 18.13% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,796 | $3,214-13.0% | $5,453-48.7% | $4,139-32.4% |
| Admin fee / account holder | $1,111 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |