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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 | $37,778 | $99,345-62.0% | $84,753-55.4% | $273,972-86.2% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 4.66% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,461 | $4,270-42.4% | $3,712-33.7% | $5,287-53.5% |
| Admin fee / account holder | $833 | $6,645-87.5% | $5,333-84.4% | $10,133-91.8% |