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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 | $49,900 | $81,331-38.6% | $155,534-67.9% | $80,935-38.3% |
| Participation rate | 21.7% | 66.3%-44.6pp | 78.2%-56.6pp | 67.7%-46.0pp |
| Annual return | 14.01% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,966 | $3,454-43.1% | $5,630-65.1% | $4,299-54.3% |
| Admin fee / account holder | $4,964 | $7,999-37.9% | $15,900-68.8% | $6,924-28.3% |