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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 | $45,949 | $81,331-43.5% | $155,534-70.5% | $80,935-43.2% |
| Participation rate | 59.7% | 66.3%-6.5pp | 78.2%-18.5pp | 67.7%-7.9pp |
| Annual return | 11.07% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,283 | $3,454-33.9% | $5,630-59.4% | $4,299-46.9% |
| Admin fee / account holder | $2,360 | $7,999-70.5% | $15,900-85.2% | $6,924-65.9% |