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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 | $45,119 | $76,407-40.9% | $150,298-70.0% | $82,448-45.3% |
| Participation rate | 6.1% | 66.4%-60.3pp | 77.8%-71.6pp | 68.1%-61.9pp |
| Annual return | 15.10% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $849 | $3,214-73.6% | $5,453-84.4% | $4,139-79.5% |
| Admin fee / account holder | $5,240 | $6,352-17.5% | $14,116-62.9% | $7,234-27.6% |