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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 | $47,790 | $114,013-58.1% | $103,693-53.9% | $155,188-69.2% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.8pp | 80.8%-22.0pp |
| Annual return | 19.86% | 49.31%-29.5pp | 47.61%-27.8pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,612 | $4,970+12.9% | $4,579+22.5% | $6,531-14.1% |
| Admin fee / account holder | $905 | $8,407-89.2% | $7,858-88.5% | $14,480-93.8% |