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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 | $42,559 | $41,377+2.9% | $109,313-61.1% | $62,881-32.3% |
| Participation rate | 51.9% | 57.5%-5.7pp | 71.3%-19.4pp | 69.3%-17.5pp |
| Annual return | 8.01% | 11.05%-3.0pp | 22.07%-14.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,677 | $2,045+30.9% | $3,166-15.4% | $3,203-16.4% |
| Admin fee / account holder | $574 | $2,884-80.1% | $5,666-89.9% | $4,296-86.6% |