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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 | $40,896 | $106,524-61.6% | $152,301-73.1% | $87,485-53.3% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.4%-13.7pp | 68.9%-0.2pp |
| Annual return | 17.00% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,267 | $6,525-3.9% | $8,004-21.7% | $4,274+46.7% |
| Admin fee / account holder | $4,958 | $8,287-40.2% | $14,398-65.6% | $7,775-36.2% |