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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 | $46,910 | $48,327-2.9% | $67,575-30.6% | $80,935-42.0% |
| Participation rate | 59.7% | 66.4%-6.7pp | 72.9%-13.2pp | 67.7%-7.9pp |
| Annual return | 15.48% | 18.31%-2.8pp | 3528.98%-3513.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,609 | $2,927-45.0% | $4,003-59.8% | $4,299-62.6% |
| Admin fee / account holder | $5,720 | $3,692+54.9% | $3,993+43.3% | $6,924-17.4% |