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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 | $53,744 | $57,065-5.8% | $75,670-29.0% | $70,131-23.4% |
| Participation rate | 52.2% | 68.1%-15.9pp | 72.3%-20.1pp | 69.5%-17.3pp |
| Annual return | 14.83% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,418 | $2,580-6.3% | $3,142-23.0% | $3,332-27.4% |
| Admin fee / account holder | $643 | $3,825-83.2% | $5,800-88.9% | $4,645-86.1% |