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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 | $51,879 | $51,202+1.3% | $70,548-26.5% | $75,181-31.0% |
| Participation rate | 53.8% | 61.0%-7.1pp | 68.3%-14.5pp | 67.2%-13.4pp |
| Annual return | 22.75% | 30.05%-7.3pp | 32.78%-10.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,627 | $2,850-7.8% | $4,567-42.5% | $4,126-36.3% |
| Admin fee / account holder | $776 | $4,094-81.1% | $6,424-87.9% | $5,650-86.3% |