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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 | $42,443 | $47,848-11.3% | $81,473-47.9% | $70,126-39.5% |
| Participation rate | 20.4% | 58.3%-37.9pp | 68.0%-47.5pp | 69.5%-49.1pp |
| Annual return | 16.41% | 27.25%-10.8pp | 38.78%-22.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,556 | $2,453+4.2% | $3,537-27.7% | $3,332-23.3% |
| Admin fee / account holder | $6,157 | $3,145+95.8% | $4,561+35.0% | $4,645+32.5% |