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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 | $71,208-34.4% | $93,681-50.1% | $80,911-42.2% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.6%-19.6pp |
| Annual return | 14.74% | 11.27%+3.5pp | 133.47%-118.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,621 | $4,035-59.8% | $4,415-63.3% | $4,297-62.3% |
| Admin fee / account holder | $4,933 | $6,951-29.0% | $8,290-40.5% | $6,935-28.9% |