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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 | $93,345-45.1% | $119,126-57.0% | $87,485-41.4% |
| Participation rate | 37.0% | 68.7%-31.7pp | 75.8%-38.7pp | 68.9%-31.9pp |
| Annual return | 14.38% | 19.08%-4.7pp | 282.11%-267.7pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,944 | $4,099-3.8% | $5,318-25.8% | $4,274-7.7% |
| Admin fee / account holder | $7,298 | $8,039-9.2% | $10,693-31.8% | $7,775-6.1% |