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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 | $108,508 | $165,939-34.6% | $122,354-11.3% | $147,586-26.5% |
| Participation rate | 45.5% | 79.6%-34.1pp | 71.6%-26.2pp | 82.8%-37.4pp |
| Annual return | 17.15% | 34.56%-17.4pp | 30.28%-13.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,129 | $4,005-21.9% | $3,287-4.8% | $5,439-42.5% |
| Admin fee / account holder | $2,257 | $7,425-69.6% | $5,479-58.8% | $10,886-79.3% |