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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 | $46,735 | $71,215-34.4% | $93,696-50.1% | $80,935-42.3% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.7%-19.7pp |
| Annual return | 14.74% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,621 | $4,037-59.8% | $4,417-63.3% | $4,299-62.3% |
| Admin fee / account holder | $4,933 | $6,958-29.1% | $8,287-40.5% | $6,924-28.8% |