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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 | $52,550 | $60,349-12.9% | $74,184-29.2% | $62,881-16.4% |
| Participation rate | 56.5% | 72.7%-16.2pp | 76.6%-20.1pp | 69.3%-12.8pp |
| Annual return | 4.90% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,134 | $2,856-25.3% | $3,550-39.9% | $3,203-33.4% |
| Admin fee / account holder | $19,164 | $4,261+349.8% | $5,586+243.1% | $4,296+346.1% |