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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 | $39,622 | $68,852-42.5% | $120,524-67.1% | $80,925-51.0% |
| Participation rate | 56.1% | 61.6%-5.6pp | 71.9%-15.9pp | 67.7%-11.6pp |
| Annual return | 12.14% | 23.67%-11.5pp | 107.36%-95.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,443 | $3,187-23.3% | $4,994-51.1% | $4,299-43.2% |
| Admin fee / account holder | $5,683 | $5,781-1.7% | $9,440-39.8% | $6,940-18.1% |