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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 | $68,443 | $103,392-33.8% | $87,104-21.4% | $152,897-55.2% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.9%-29.8pp | 82.5%-35.4pp |
| Annual return | 17.66% | 28.10%-10.4pp | 28.19%-10.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,700 | $4,778-64.4% | $4,048-58.0% | $5,851-71.0% |
| Admin fee / account holder | $2,858 | $12,194-76.6% | $7,491-61.9% | $11,599-75.4% |