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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 | $44,838 | $49,255-9.0% | $70,494-36.4% | $79,856-43.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 14.50% | 30.10%-15.6pp | 109.16%-94.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,438 | $2,768+96.4% | $3,711+46.5% | $3,741+45.4% |
| Admin fee / account holder | $5,000 | $2,879+73.7% | $3,848+30.0% | $5,306-5.8% |