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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 | $75,956 | $114,013-33.4% | $103,693-26.7% | $155,188-51.1% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-26.0pp | 80.8%-34.1pp |
| Annual return | 13.09% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,544 | $4,970-68.9% | $4,579-66.3% | $6,531-76.4% |
| Admin fee / account holder | $15,841 | $8,407+88.4% | $7,858+101.6% | $14,480+9.4% |