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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 | $56,134 | $75,541-25.7% | $152,093-63.1% | $82,637-32.1% |
| Participation rate | 15.5% | 66.5%-51.0pp | 77.8%-62.2pp | 68.1%-52.5pp |
| Annual return | 15.34% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,968 | $3,206+23.8% | $5,451-27.2% | $4,126-3.8% |
| Admin fee / account holder | $9,546 | $6,405+49.1% | $14,497-34.1% | $7,339+30.1% |