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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 | $74,985 | $124,425-39.7% | $112,040-33.1% | $137,256-45.4% |
| Participation rate | 52.2% | 79.3%-27.1pp | 76.5%-24.3pp | 80.0%-27.8pp |
| Annual return | 14.92% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,603 | $5,718-54.5% | $5,098-48.9% | $6,407-59.4% |
| Admin fee / account holder | $2,193 | $15,207-85.6% | $12,098-81.9% | $12,270-82.1% |