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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 | $50,403 | $53,128-5.1% | $86,582-41.8% | $70,126-28.1% |
| Participation rate | 59.0% | 65.3%-6.3pp | 73.5%-14.6pp | 69.5%-10.6pp |
| Annual return | 16.07% | 27.66%-11.6pp | 965.08%-949.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,387 | $2,695+62.8% | $3,609+21.6% | $3,332+31.7% |
| Admin fee / account holder | $3,752 | $3,584+4.7% | $4,904-23.5% | $4,645-19.2% |