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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 | $42,549 | $111,814-61.9% | $103,374-58.8% | $145,959-70.8% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 10.75% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,809 | $5,618+110.2% | $5,058+133.5% | $6,689+76.6% |
| Admin fee / account holder | $5,644 | $9,754-42.1% | $8,394-32.8% | $13,398-57.9% |