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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 | $65,115 | $136,307-52.2% | $106,619-38.9% | $273,972-76.2% |
| Participation rate | 27.3% | 84.8%-57.5pp | 78.0%-50.7pp | 83.0%-55.7pp |
| Annual return | 7.32% | 11.05%-3.7pp | 9.42%-2.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,144 | $4,969-56.9% | $3,930-45.4% | $5,287-59.5% |
| Admin fee / account holder | $2,125 | $8,625-75.4% | $6,418-66.9% | $10,133-79.0% |