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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 | $55,666 | $90,486-38.5% | $78,676-29.2% | $273,972-79.7% |
| Participation rate | 35.0% | 76.5%-41.5pp | 73.6%-38.6pp | 83.0%-48.0pp |
| Annual return | 5.53% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,060 | $3,901-72.8% | $3,517-69.9% | $5,287-79.9% |
| Admin fee / account holder | $52,906 | $5,263+905.2% | $4,510+1073.1% | $10,133+422.1% |