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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 | $75,541-21.3% | $152,093-60.9% | $82,637-28.1% |
| Participation rate | 59.1% | 66.5%-7.4pp | 77.8%-18.7pp | 68.1%-9.0pp |
| Annual return | 13.64% | 32.56%-18.9pp | 66.36%-52.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,621 | $3,206+13.0% | $5,451-33.6% | $4,126-12.2% |
| Admin fee / account holder | $3,841 | $6,405-40.0% | $14,497-73.5% | $7,339-47.7% |