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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 | $64,238 | $124,425-48.4% | $112,040-42.7% | $137,256-53.2% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 14.09% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,242 | $5,718-60.8% | $5,098-56.0% | $6,407-65.0% |
| Admin fee / account holder | $9,518 | $15,207-37.4% | $12,098-21.3% | $12,270-22.4% |