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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 | $70,109 | $100,970-30.6% | $96,576-27.4% | $137,256-48.9% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 12.74% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,492 | $8,286-9.6% | $7,956-5.8% | $6,407+16.9% |
| Admin fee / account holder | $31,778 | $11,312+180.9% | $11,381+179.2% | $12,270+159.0% |