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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 | $59,427 | $86,050-30.9% | $189,758-68.7% | $94,015-36.8% |
| Participation rate | 59.1% | 68.9%-9.8pp | 79.8%-20.7pp | 70.8%-11.7pp |
| Annual return | 13.64% | 17.77%-4.1pp | 52.62%-39.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,621 | $3,349+8.1% | $5,856-38.2% | $4,249-14.8% |
| Admin fee / account holder | $3,841 | $6,627-42.0% | $20,388-81.2% | $8,951-57.1% |