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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 | $46,581 | $93,589-50.2% | $135,942-65.7% | $75,181-38.0% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 24.22% | 30.90%-6.7pp | 68.28%-44.1pp | 160.69%-136.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,184 | $6,405+27.8% | $7,759+5.5% | $4,126+98.4% |
| Admin fee / account holder | $1,294 | $6,977-81.5% | $10,764-88.0% | $5,650-77.1% |