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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 | $57,666 | $87,834-34.3% | $133,975-57.0% | $62,881-8.3% |
| Participation rate | 65.0% | 83.4%-18.4pp | 87.1%-22.1pp | 69.3%-4.3pp |
| Annual return | 7.89% | 12.05%-4.2pp | 29.29%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,203 | $4,812-33.4% | $6,282-49.0% | $3,2030% |
| Admin fee / account holder | $3,284 | $5,372-38.9% | $9,324-64.8% | $4,296-23.6% |