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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 | $45,403 | $60,349-24.8% | $74,184-38.8% | $62,881-27.8% |
| Participation rate | 41.0% | 72.7%-31.7pp | 76.6%-35.6pp | 69.3%-28.3pp |
| Annual return | 8.51% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,875 | $2,856+35.7% | $3,550+9.2% | $3,203+21.0% |
| Admin fee / account holder | $8,258 | $4,261+93.8% | $5,586+47.8% | $4,296+92.2% |