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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 | $25,188 | $88,672-71.6% | $105,223-76.1% | $82,448-69.4% |
| Participation rate | 56.1% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.0pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,295 | $3,048-24.7% | $3,689-37.8% | $2,551-10.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,940 | $7,146-30.9% | $8,859-44.2% | $7,234-31.7% |