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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 | $57,011 | $112,729-49.4% | $98,716-42.2% | $137,256-58.5% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 17.69% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,367 | $4,640-70.5% | $4,048-66.2% | $6,407-78.7% |
| Admin fee / account holder | $512 | $10,129-94.9% | $8,703-94.1% | $12,270-95.8% |