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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 | $51,275 | $88,672-42.2% | $105,223-51.3% | $82,448-37.8% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.0pp | 68.1%-31.0pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,944 | $4,036-2.3% | $5,072-22.2% | $4,139-4.7% |
| Admin fee / account holder | $7,298 | $7,146+2.1% | $8,859-17.6% | $7,234+0.9% |