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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 | $62,381 | $99,345-37.2% | $84,753-26.4% | $273,972-77.2% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 5.68% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,343 | $4,270-45.1% | $3,712-36.9% | $5,287-55.7% |
| Admin fee / account holder | $394 | $6,645-94.1% | $5,333-92.6% | $10,133-96.1% |