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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 | $47,212 | $91,179-48.2% | $178,499-73.6% | $79,852-40.9% |
| Participation rate | 39.5% | 69.2%-29.7pp | 81.9%-42.4pp | 69.6%-30.1pp |
| Annual return | 11.04% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,536 | $3,236-21.6% | $5,202-51.2% | $3,740-32.2% |
| Admin fee / account holder | $10,358 | $6,749+53.5% | $13,986-25.9% | $5,306+95.2% |