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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 | $29,658 | $123,155-75.9% | $108,753-72.7% | $155,188-80.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 9.79% | 44.73%-34.9pp | 37.47%-27.7pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,250 | $4,623-73.0% | $4,115-69.6% | $6,531-80.9% |
| Admin fee / account holder | $1,446 | $12,126-88.1% | $10,320-86.0% | $14,480-90.0% |