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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 | $49,216 | $54,541-9.8% | $78,778-37.5% | $70,126-29.8% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 12.73% | 21.07%-8.3pp | 35.62%-22.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,519 | $2,210-31.3% | $2,958-48.7% | $3,332-54.4% |
| Admin fee / account holder | $5,526 | $3,709+49.0% | $5,134+7.6% | $4,645+19.0% |