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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 | $56,406 | $81,331-30.6% | $155,534-63.7% | $80,935-30.3% |
| Participation rate | 25.7% | 66.3%-40.5pp | 78.2%-52.5pp | 67.7%-41.9pp |
| Annual return | 11.25% | 33.37%-22.1pp | 64.92%-53.7pp | 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 | $1,739 | $3,454-49.6% | $5,630-69.1% | $4,299-59.5% |
| Admin fee / account holder | $2,963 | $7,999-63.0% | $15,900-81.4% | $6,924-57.2% |