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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 | $67,454 | $86,940-22.4% | $102,434-34.1% | $80,935-16.7% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.7%-19.7pp |
| Annual return | 11.31% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,861 | $4,121-54.8% | $5,055-63.2% | $4,299-56.7% |
| Admin fee / account holder | $2,136 | $8,047-73.5% | $9,462-77.4% | $6,924-69.2% |