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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 | $25,276 | $135,956-81.4% | $123,894-79.6% | $273,972-90.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.68% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,488 | $6,343-45.0% | $5,984-41.7% | $5,287-34.0% |
| Admin fee / account holder | $3,929 | $9,817-60.0% | $8,357-53.0% | $10,133-61.2% |