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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 | $60,114 | $69,590-13.6% | $136,867-56.1% | $94,015-36.1% |
| Participation rate | 38.1% | 66.3%-28.2pp | 74.5%-36.4pp | 70.8%-32.7pp |
| Annual return | 14.06% | 19.62%-5.6pp | 42.97%-28.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,153 | $3,437-8.2% | $4,924-36.0% | $4,249-25.8% |
| Admin fee / account holder | $49,843 | $8,912+459.3% | $10,340+382.0% | $8,951+456.8% |