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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 | $64,317 | $215,361-70.1% | $171,082-62.4% | $273,972-76.5% |
| Participation rate | 31.3% | 82.0%-50.8pp | 76.7%-45.4pp | 83.0%-51.8pp |
| Annual return | 6.02% | 25.14%-19.1pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,508 | $5,543-54.8% | $4,797-47.7% | $5,287-52.6% |
| Admin fee / account holder | $2,275 | $10,846-79.0% | $8,520-73.3% | $10,133-77.5% |