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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 | $51,333 | $74,535-31.1% | $100,712-49.0% | $82,637-37.9% |
| Participation rate | 42.4% | 61.2%-18.8pp | 69.3%-26.9pp | 68.1%-25.6pp |
| Annual return | 18.26% | 18.92%-0.7pp | 33.27%-15.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,076 | $3,074+65.1% | $4,085+24.2% | $4,126+23.0% |
| Admin fee / account holder | $4,906 | $6,576-25.4% | $9,256-47.0% | $7,339-33.1% |