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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 | $53,359 | $90,486-41.0% | $78,676-32.2% | $273,972-80.5% |
| Participation rate | 60.9% | 76.5%-15.7pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 2.32% | 75.62%-73.3pp | 62.19%-59.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,915 | $3,901-50.9% | $3,517-45.5% | $5,287-63.8% |
| Admin fee / account holder | $1,390 | $5,263-73.6% | $4,510-69.2% | $10,133-86.3% |