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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 | $39,192 | $45,050-13.0% | $63,018-37.8% | $70,126-44.1% |
| Participation rate | 53.6% | 69.5%-15.9pp | 74.8%-21.2pp | 69.5%-16.0pp |
| Annual return | 12.68% | 18.76%-6.1pp | 87.62%-74.9pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,940 | $2,466+140.9% | $3,330+78.4% | $3,332+78.3% |
| Admin fee / account holder | $2,015 | $2,834-28.9% | $3,601-44.0% | $4,645-56.6% |