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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 | $50,991 | $90,486-43.6% | $78,676-35.2% | $273,972-81.4% |
| Participation rate | 56.5% | 76.5%-20.0pp | 73.6%-17.0pp | 83.0%-26.5pp |
| Annual return | 9.41% | 75.62%-66.2pp | 62.19%-52.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,982 | $3,901+2.1% | $3,517+13.2% | $5,287-24.7% |
| Admin fee / account holder | $13,150 | $5,263+149.8% | $4,510+191.6% | $10,133+29.8% |