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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 | $69,863 | $57,590+21.3% | $86,233-19.0% | $82,448-15.3% |
| Participation rate | 12.1% | 57.9%-45.7pp | 69.0%-56.9pp | 68.1%-55.9pp |
| Annual return | 16.41% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,337 | $3,080-56.6% | $4,559-70.7% | $4,139-67.7% |
| Admin fee / account holder | $4,791 | $4,730+1.3% | $8,342-42.6% | $7,234-33.8% |