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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 | $47,116 | $106,247-55.7% | $96,515-51.2% | $139,466-66.2% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 19.54% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,258 | $5,456-40.3% | $4,880-33.2% | $6,712-51.5% |
| Admin fee / account holder | $1,687 | $7,885-78.6% | $6,735-75.0% | $11,409-85.2% |