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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 | $54,184 | $106,864-49.3% | $147,318-63.2% | $82,637-34.4% |
| Participation rate | 48.1% | 75.5%-27.4pp | 82.1%-33.9pp | 68.1%-19.9pp |
| Annual return | 14.23% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,524 | $6,496-45.7% | $7,906-55.4% | $4,126-14.6% |
| Admin fee / account holder | $11,431 | $8,415+35.8% | $13,708-16.6% | $7,339+55.8% |