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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 | $81,520 | $182,442-55.3% | $163,379-50.1% | $138,895-41.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 10.76% | 72.74%-62.0pp | 63.41%-52.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,295 | $6,817-66.3% | $6,282-63.5% | $6,396-64.1% |
| Admin fee / account holder | $4,797 | $10,396-53.9% | $9,818-51.1% | $12,562-61.8% |