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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 | $78,677 | $91,559-14.1% | $133,978-41.3% | $79,856-1.5% |
| Participation rate | 48.8% | 73.3%-24.5pp | 79.8%-31.0pp | 69.6%-20.8pp |
| Annual return | 13.61% | 61.85%-48.2pp | 45.10%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,070 | $3,734-44.6% | $5,047-59.0% | $3,741-44.7% |
| Admin fee / account holder | $1,800 | $6,321-71.5% | $8,930-79.8% | $5,306-66.1% |