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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 | $83,961 | $106,524-21.2% | $152,301-44.9% | $87,485-4.0% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.4%-53.9pp | 68.9%-40.4pp |
| Annual return | 20.80% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,368 | $6,525-48.4% | $8,004-57.9% | $4,274-21.2% |
| Admin fee / account holder | $3,593 | $8,287-56.6% | $14,398-75.0% | $7,775-53.8% |