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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 | $91,086-16.2% | $203,872-62.5% | $86,983-12.2% |
| Participation rate | 43.1% | 65.8%-22.7pp | 77.8%-34.7pp | 69.5%-26.4pp |
| Annual return | 21.25% | 22.30%-1.0pp | 85.11%-63.9pp | 25.83%-4.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,232 | $4,019+30.2% | $6,388-18.1% | $4,194+24.7% |
| Admin fee / account holder | $1,106 | $8,987-87.7% | $11,730-90.6% | $7,856-85.9% |