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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 | $64,093 | $57,969+10.6% | $76,327-16.0% | $80,925-20.8% |
| Participation rate | 48.3% | 73.7%-25.5pp | 79.2%-30.9pp | 67.7%-19.4pp |
| Annual return | 12.27% | 15.90%-3.6pp | 13.79%-1.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,584-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,467 | $3,814-61.5% | $5,478-73.2% | $4,299-65.9% |
| Admin fee / account holder | $2,428 | $5,670-57.2% | $5,139-52.8% | $6,940-65.0% |