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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 | $71,057-36.8% | $93,654-52.0% | $80,874-44.4% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.6%-16.2pp |
| Annual return | 17.57% | 11.26%+6.3pp | 133.34%-115.8pp | 35.62%-18.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,561 | $4,034-36.5% | $4,413-42.0% | $4,297-40.4% |
| Admin fee / account holder | $596 | $6,944-91.4% | $8,282-92.8% | $6,935-91.4% |