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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 | $68,586-42.2% | $120,380-67.1% | $80,911-51.0% |
| Participation rate | 56.1% | 61.6%-5.5pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 12.14% | 23.62%-11.5pp | 107.28%-95.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,443 | $3,174-23.0% | $4,992-51.1% | $4,297-43.1% |
| Admin fee / account holder | $5,683 | $5,733-0.9% | $9,421-39.7% | $6,935-18.0% |