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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 | $44,657 | $101,795-56.1% | $165,100-73.0% | $80,959-44.8% |
| Participation rate | 58.8% | 71.8%-13.0pp | 78.6%-19.8pp | 67.7%-8.8pp |
| Annual return | 13.57% | 16.73%-3.2pp | 70.21%-56.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,767 | $4,476-38.2% | $6,035-54.2% | $4,300-35.7% |
| Admin fee / account holder | $8,352 | $8,221+1.6% | $12,696-34.2% | $6,925+20.6% |