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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 | $63,542 | $95,453-33.4% | $112,040-43.3% | $82,448-22.9% |
| Participation rate | 51.6% | 72.8%-21.1pp | 76.5%-24.9pp | 68.1%-16.5pp |
| Annual return | 16.25% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,954 | $4,224-53.7% | $5,098-61.7% | $4,139-52.8% |
| Admin fee / account holder | $4,070 | $9,013-54.8% | $12,098-66.4% | $7,234-43.7% |