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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 | $54,927 | $57,590-4.6% | $86,233-36.3% | $82,448-33.4% |
| Participation rate | 30.4% | 57.9%-27.4pp | 69.0%-38.6pp | 68.1%-37.6pp |
| Annual return | 17.31% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,416 | $3,080+10.9% | $4,559-25.1% | $4,139-17.5% |
| Admin fee / account holder | $1,685 | $4,730-64.4% | $8,342-79.8% | $7,234-76.7% |