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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 | $76,367 | $84,953-10.1% | $163,379-53.3% | $82,637-7.6% |
| Participation rate | 43.1% | 65.9%-22.8pp | 76.8%-33.7pp | 68.1%-24.9pp |
| Annual return | 21.25% | 23.07%-1.8pp | 63.41%-42.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,232 | $4,326+20.9% | $6,282-16.7% | $4,126+26.8% |
| Admin fee / account holder | $1,106 | $7,921-86.0% | $9,818-88.7% | $7,339-84.9% |