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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 | $39,643 | $48,078-17.5% | $78,676-49.6% | $62,881-37.0% |
| Participation rate | 57.7% | 65.2%-7.5pp | 73.6%-15.9pp | 69.3%-11.6pp |
| Annual return | 8.00% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $751 | $2,587-71.0% | $3,517-78.6% | $3,203-76.5% |
| Admin fee / account holder | $1,414 | $3,206-55.9% | $4,510-68.6% | $4,296-67.1% |