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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 | $64,275 | $101,778-36.8% | $164,975-61.0% | $80,925-20.6% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-21.9pp | 67.7%-11.0pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.12%-59.3pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,284 | $4,477+18.0% | $6,033-12.4% | $4,299+22.9% |
| Admin fee / account holder | $2,629 | $8,221-68.0% | $12,688-79.3% | $6,940-62.1% |