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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 | $50,381 | $65,582-23.2% | $64,101-21.4% | $71,511-29.5% |
| Participation rate | 46.0% | 73.2%-27.2pp | 72.3%-26.3pp | 67.9%-21.9pp |
| Annual return | 20.39% | 18.96%+1.4pp | 33.72%-13.3pp | 28.86%-8.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,742 | $3,628-24.4% | $3,881-29.4% | $4,291-36.1% |
| Admin fee / account holder | $1,011 | $616+64.0% | $3,070-67.1% | $1,588-36.4% |