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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 | $46,002 | $43,075+6.8% | $74,577-38.3% | $62,881-26.8% |
| Participation rate | 48.1% | 58.1%-10.0pp | 68.1%-20.0pp | 69.3%-21.2pp |
| Annual return | 7.83% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,009 | $2,389-15.9% | $3,458-41.9% | $3,203-37.3% |
| Admin fee / account holder | $2,616 | $2,840-7.9% | $4,138-36.8% | $4,296-39.1% |