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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 | $44,679 | $48,364-7.6% | $71,796-37.8% | $62,881-28.9% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 4.99% | 13.16%-8.2pp | 78.04%-73.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,357 | $2,091-35.1% | $2,794-51.4% | $3,203-57.6% |
| Admin fee / account holder | $5,569 | $3,771+47.7% | $4,815+15.7% | $4,296+29.6% |