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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 | $46,028 | $61,660-25.4% | $80,022-42.5% | $64,173-28.3% |
| Participation rate | 51.9% | 71.7%-19.8pp | 75.8%-24.0pp | 69.6%-17.7pp |
| Annual return | -1.11% | -0.33%-0.8pp | 11.22%-12.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,983 | $2,968+34.2% | $3,686+8.1% | $3,470+14.8% |
| Admin fee / account holder | $424 | $5,417-92.2% | $6,521-93.5% | $4,887-91.3% |