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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 | $45,518 | $87,834-48.2% | $133,975-66.0% | $62,881-27.6% |
| Participation rate | 68.0% | 83.4%-15.4pp | 87.1%-19.1pp | 69.3%-1.3pp |
| Annual return | 8.38% | 12.05%-3.7pp | 29.29%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,006 | $4,812+108.0% | $6,282+59.3% | $3,203+212.4% |
| Admin fee / account holder | $3,299 | $5,372-38.6% | $9,324-64.6% | $4,296-23.2% |