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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 | $50,783 | $90,484-43.9% | $78,675-35.5% | $273,970-81.5% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 6.56% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,732 | $3,901-30.0% | $3,517-22.3% | $5,287-48.3% |
| Admin fee / account holder | $728 | $5,263-86.2% | $4,510-83.9% | $10,132-92.8% |