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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 | $51,389 | $72,177-28.8% | $115,038-55.3% | $59,633-13.8% |
| Participation rate | 42.9% | 72.6%-29.7pp | 81.4%-38.5pp | 68.7%-25.8pp |
| Annual return | 3.29% | 12.02%-8.7pp | 26.14%-22.9pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $3,428 | $2,841+20.6% | $4,608-25.6% | $2,203+55.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,738 | $4,927+36.7% | $8,175-17.6% | $4,297+56.8% |