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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 | $52,082 | $81,457-36.1% | $103,378-49.6% | $80,911-35.6% |
| Participation rate | 39.3% | 66.8%-27.6pp | 74.5%-35.2pp | 67.6%-28.4pp |
| Annual return | 11.13% | 25.58%-14.4pp | 24.91%-13.8pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,167 | $3,871-18.2% | $5,058-37.4% | $4,297-26.3% |
| Admin fee / account holder | $315 | $6,717-95.3% | $8,401-96.3% | $6,935-95.5% |