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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 | $49,746 | $76,552-35.0% | $123,893-59.8% | $62,891-20.9% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 7.11% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,923 | $4,840-18.9% | $5,984-34.4% | $3,203+22.5% |
| Admin fee / account holder | $9,325 | $4,826+93.2% | $8,357+11.6% | $4,296+117.1% |