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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 | $77,220 | $81,358-5.1% | $155,556-50.4% | $80,959-4.6% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 14.53% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,487 | $3,455+29.8% | $5,631-20.3% | $4,300+4.3% |
| Admin fee / account holder | $1,163 | $7,994-85.5% | $15,885-92.7% | $6,925-83.2% |