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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 | $50,867 | $84,236-39.6% | $170,435-70.2% | $70,126-27.5% |
| Participation rate | 22.2% | 70.8%-48.6pp | 83.6%-61.4pp | 69.5%-47.3pp |
| Annual return | 16.63% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,490 | $3,086-51.7% | $4,939-69.8% | $3,332-55.3% |
| Admin fee / account holder | $3,580 | $5,698-37.2% | $13,881-74.2% | $4,645-22.9% |