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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 | $58,480 | $43,333+35.0% | $59,883-2.3% | $64,181-8.9% |
| Participation rate | 44.0% | 69.2%-25.2pp | 74.7%-30.7pp | 69.6%-25.6pp |
| Annual return | -4.27% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,996 | $2,547-21.6% | $3,402-41.3% | $3,470-42.5% |
| Admin fee / account holder | $2,143 | $3,006-28.7% | $3,591-40.3% | $4,887-56.1% |