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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 | $80,046 | $99,345-19.4% | $84,753-5.6% | $273,972-70.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.18% | 22.93%-17.8pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,711 | $4,270-59.9% | $3,712-53.9% | $5,287-67.6% |
| Admin fee / account holder | $3,991 | $6,645-39.9% | $5,333-25.2% | $10,133-60.6% |