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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 | $78,744 | $89,259-11.8% | $107,187-26.5% | $82,637-4.7% |
| Participation rate | 52.8% | 67.9%-15.2pp | 75.0%-22.2pp | 68.1%-15.3pp |
| Annual return | 13.94% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,944 | $4,037-51.8% | $5,096-61.8% | $4,126-52.9% |
| Admin fee / account holder | $1,642 | $7,381-77.8% | $9,162-82.1% | $7,339-77.6% |