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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 | $78,458 | $124,330-36.9% | $109,173-28.1% | $167,536-53.2% |
| Participation rate | 27.8% | 79.5%-51.7pp | 75.9%-48.1pp | 82.1%-54.3pp |
| Annual return | 11.09% | 26.04%-15.0pp | 25.75%-14.7pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $881 | $7,974-88.9% | $6,755-87.0% | $12,315-92.8% |