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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 | $55,645 | $76,407-27.2% | $150,298-63.0% | $82,448-32.5% |
| Participation rate | 54.3% | 66.4%-12.1pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 15.95% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,645 | $3,214+44.5% | $5,453-14.8% | $4,139+12.2% |
| Admin fee / account holder | $7,791 | $6,352+22.7% | $14,116-44.8% | $7,234+7.7% |