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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 | $44,928 | $71,197-36.9% | $93,669-52.0% | $80,925-44.5% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.7%-16.2pp |
| Annual return | 17.57% | 11.27%+6.3pp | 133.59%-116.0pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,561 | $4,036-36.5% | $4,416-42.0% | $4,299-40.4% |
| Admin fee / account holder | $596 | $6,959-91.4% | $8,291-92.8% | $6,940-91.4% |