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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 | $90,122 | $102,828-12.4% | $105,387-14.5% | $152,909-41.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.6%-49.2pp | 82.5%-49.1pp |
| Annual return | 19.39% | 20.85%-1.5pp | 26.82%-7.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,634 | $5,465+3.1% | $5,502+2.4% | $5,851-3.7% |
| Admin fee / account holder | $28,185 | $8,683+224.6% | $6,559+329.7% | $11,601+143.0% |