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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 | $47,901 | $39,132+22.4% | $57,196-16.3% | $62,881-23.8% |
| Participation rate | 27.6% | 70.5%-42.9pp | 75.3%-47.7pp | 69.3%-41.7pp |
| Annual return | 1.40% | 9.24%-7.8pp | 14.59%-13.2pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,399 | $2,374-41.1% | $3,096-54.8% | $3,203-56.3% |
| Admin fee / account holder | $3,568 | $2,594+37.5% | $3,141+13.6% | $4,296-16.9% |