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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 | $68,802 | $98,776-30.3% | $149,745-54.1% | $79,856-13.8% |
| Participation rate | 32.1% | 75.8%-43.6pp | 82.5%-50.3pp | 69.6%-37.5pp |
| Annual return | 13.65% | 27.38%-13.7pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,348 | $5,681-41.1% | $6,843-51.1% | $3,741-10.5% |
| Admin fee / account holder | $6,237 | $6,053+3.0% | $9,312-33.0% | $5,306+17.5% |