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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 | $58,276 | $106,864-45.5% | $147,318-60.4% | $82,637-29.5% |
| Participation rate | 48.5% | 75.5%-27.0pp | 82.1%-33.6pp | 68.1%-19.6pp |
| Annual return | 16.11% | 27.49%-11.4pp | 70.43%-54.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,659 | $6,496+33.3% | $7,906+9.5% | $4,126+109.9% |
| Admin fee / account holder | $9,094 | $8,415+8.1% | $13,708-33.7% | $7,339+23.9% |