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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 | $64,940 | $123,155-47.3% | $108,753-40.3% | $155,188-58.2% |
| Participation rate | 39.1% | 75.6%-36.5pp | 71.1%-32.0pp | 80.8%-41.7pp |
| Annual return | 14.40% | 44.73%-30.3pp | 37.47%-23.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,212 | $4,623-73.8% | $4,115-70.6% | $6,531-81.4% |
| Admin fee / account holder | $5,696 | $12,126-53.0% | $10,320-44.8% | $14,480-60.7% |