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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 | $110,045 | $215,361-48.9% | $171,082-35.7% | $273,972-59.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 5.92% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,214 | $5,543-60.1% | $4,797-53.8% | $5,287-58.1% |
| Admin fee / account holder | $4,126 | $10,846-62.0% | $8,520-51.6% | $10,133-59.3% |