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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 | $45,286 | $99,345-54.4% | $84,753-46.6% | $273,972-83.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 5.59% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,335 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,431 | $6,645-78.5% | $5,333-73.2% | $10,133-85.9% |