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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 | $84,746 | $96,731-12.4% | $123,973-31.6% | $86,983-2.6% |
| Participation rate | 46.5% | 70.0%-23.5pp | 76.7%-30.1pp | 69.5%-23.0pp |
| Annual return | 13.20% | 17.33%-4.1pp | 388.13%-374.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,024 | $4,152+21.0% | $5,247-4.2% | $4,194+19.8% |
| Admin fee / account holder | $8,463 | $8,722-3.0% | $11,799-28.3% | $7,856+7.7% |