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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 | $52,115 | $76,551-31.9% | $123,894-57.9% | $62,881-17.1% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 12.89% | 18.68%-5.8pp | 47.52%-34.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,356 | $4,840+10.7% | $5,984-10.5% | $3,203+67.2% |
| Admin fee / account holder | $6,024 | $4,826+24.8% | $8,357-27.9% | $4,296+40.2% |