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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 | $53,010 | $81,331-34.8% | $155,534-65.9% | $80,935-34.5% |
| Participation rate | 35.3% | 66.3%-31.0pp | 78.2%-42.9pp | 67.7%-32.4pp |
| Annual return | 11.30% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,199 | $3,454-36.3% | $5,630-60.9% | $4,299-48.9% |
| Admin fee / account holder | $4,139 | $7,999-48.3% | $15,900-74.0% | $6,924-40.2% |