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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 | $51,105 | $45,050+13.4% | $63,018-18.9% | $70,126-27.1% |
| Participation rate | 48.4% | 69.5%-21.1pp | 74.8%-26.4pp | 69.5%-21.2pp |
| Annual return | 11.93% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,887 | $2,466+17.1% | $3,330-13.3% | $3,332-13.4% |
| Admin fee / account holder | $1,795 | $2,834-36.6% | $3,601-50.1% | $4,645-61.4% |