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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 | $55,340 | $72,027-23.2% | $185,861-70.2% | $79,856-30.7% |
| Participation rate | 43.9% | 65.8%-21.8pp | 78.0%-34.1pp | 69.6%-25.7pp |
| Annual return | 43.78% | 23.13%+20.7pp | 35.96%+7.8pp | 31.71%+12.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,322 | $3,780+14.4% | $5,634-23.3% | $3,741+15.5% |
| Admin fee / account holder | $2,173 | $4,513-51.9% | $9,503-77.1% | $5,306-59.1% |