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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 | $58,475 | $215,361-72.8% | $171,082-65.8% | $273,972-78.7% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 5.99% | 25.14%-19.1pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,260 | $5,543-59.2% | $4,797-52.9% | $5,287-57.2% |
| Admin fee / account holder | $5,396 | $10,846-50.2% | $8,520-36.7% | $10,133-46.7% |