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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 | $46,772 | $49,239-5.0% | $70,462-33.6% | $79,858-41.4% |
| Participation rate | 16.7% | 69.2%-52.5pp | 75.1%-58.4pp | 69.6%-53.0pp |
| Annual return | 7.68% | 30.08%-22.4pp | 109.08%-101.4pp | 31.72%-24.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,184 | $2,769-57.2% | $3,710-68.1% | $3,740-68.3% |
| Admin fee / account holder | $3,785 | $2,876+31.6% | $3,845-1.6% | $5,306-28.7% |