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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 | $58,998 | $88,672-33.5% | $105,223-43.9% | $82,448-28.4% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 18.08% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,054 | $4,036+0.4% | $5,072-20.1% | $4,139-2.1% |
| Admin fee / account holder | $327 | $7,146-95.4% | $8,859-96.3% | $7,234-95.5% |