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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 | $55,935 | $56,894-1.7% | $84,753-34.0% | $62,881-11.0% |
| Participation rate | 46.2% | 68.5%-22.4pp | 76.6%-30.4pp | 69.3%-23.2pp |
| Annual return | 6.32% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,730 | $2,709+37.7% | $3,712+0.5% | $3,203+16.4% |
| Admin fee / account holder | $1,337 | $3,581-62.7% | $5,333-74.9% | $4,296-68.9% |