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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 | $72,216 | $84,953-15.0% | $163,379-55.8% | $82,637-12.6% |
| Participation rate | 32.4% | 65.9%-33.6pp | 76.8%-44.5pp | 68.1%-35.7pp |
| Annual return | 18.32% | 23.07%-4.8pp | 63.41%-45.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,990 | $4,326+38.5% | $6,282-4.6% | $4,126+45.2% |
| Admin fee / account holder | $1,209 | $7,921-84.7% | $9,818-87.7% | $7,339-83.5% |