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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 | $62,151 | $106,749-41.8% | $145,433-57.3% | $82,448-24.6% |
| Participation rate | 26.5% | 75.6%-49.2pp | 82.1%-55.6pp | 68.1%-41.6pp |
| Annual return | 19.22% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,360 | $6,519-48.5% | $7,897-57.5% | $4,139-18.8% |
| Admin fee / account holder | $2,007 | $8,390-76.1% | $13,129-84.7% | $7,234-72.3% |