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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 | $49,988 | $52,306-4.4% | $69,779-28.4% | $62,881-20.5% |
| Participation rate | 47.1% | 67.2%-20.1pp | 71.8%-24.7pp | 69.3%-22.2pp |
| Annual return | 6.79% | 13.35%-6.6pp | 12.99%-6.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,566 | $2,395-34.6% | $2,931-46.6% | $3,203-51.1% |
| Admin fee / account holder | $4,401 | $3,691+19.2% | $4,381+0.5% | $4,296+2.5% |