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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 | $52,850 | $81,358-35.0% | $155,556-66.0% | $80,959-34.7% |
| Participation rate | 46.4% | 66.3%-19.8pp | 78.2%-31.8pp | 67.7%-21.2pp |
| Annual return | 17.60% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,803 | $3,455-18.9% | $5,631-50.2% | $4,300-34.8% |
| Admin fee / account holder | $1,050 | $7,994-86.9% | $15,885-93.4% | $6,925-84.8% |