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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 | $61,461 | $102,938-40.3% | $94,105-34.7% | $138,895-55.7% |
| Participation rate | 36.4% | 74.6%-38.3pp | 71.9%-35.6pp | 79.9%-43.6pp |
| Annual return | 12.34% | 250.28%-237.9pp | 204.55%-192.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,739 | $4,196-34.7% | $3,881-29.4% | $6,396-57.2% |
| Admin fee / account holder | $30,836 | $6,600+367.2% | $6,199+397.4% | $12,562+145.5% |