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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 | $53,476 | $41,377+29.2% | $109,313-51.1% | $62,881-15.0% |
| Participation rate | 53.3% | 57.5%-4.2pp | 71.3%-17.9pp | 69.3%-16.0pp |
| Annual return | 6.36% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,331 | $2,045+307.4% | $3,166+163.1% | $3,203+160.1% |
| Admin fee / account holder | $886 | $2,884-69.3% | $5,666-84.4% | $4,296-79.4% |