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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 | $69,776 | $181,896-61.6% | $156,551-55.4% | $273,972-74.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 11.84% | 30.74%-18.9pp | 32.23%-20.4pp | 41.46%-29.6pp |
| Employer contribution / active EE | $2,910 | $6,248-53.4% | $5,501-47.1% | $4,869-40.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,000 | $15,560-48.6% | $13,028-38.6% | $10,133-21.0% |