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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 | $45,098 | $48,078-6.2% | $78,676-42.7% | $62,881-28.3% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 10.98% | 31.36%-20.4pp | 62.19%-51.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,519 | $2,587+74.7% | $3,517+28.5% | $3,203+41.1% |
| Admin fee / account holder | $2,720 | $3,206-15.2% | $4,510-39.7% | $4,296-36.7% |