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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 | $76,847 | $99,345-22.6% | $84,753-9.3% | $273,972-72.0% |
| Participation rate | 40.9% | 80.7%-39.8pp | 76.6%-35.7pp | 83.0%-42.1pp |
| Annual return | 6.02% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,635 | $4,270-38.3% | $3,712-29.0% | $5,287-50.2% |
| Admin fee / account holder | $5,116 | $6,645-23.0% | $5,333-4.1% | $10,133-49.5% |