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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 | $50,398 | $153,311-67.1% | $109,313-53.9% | $273,972-81.6% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 6.31% | 29.86%-23.6pp | 22.07%-15.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,283 | $3,932-41.9% | $3,166-27.9% | $5,287-56.8% |
| Admin fee / account holder | $466 | $8,076-94.2% | $5,666-91.8% | $10,133-95.4% |