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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 | $48,323 | $62,589-22.8% | $76,768-37.1% | $64,173-24.7% |
| Participation rate | 51.2% | 72.8%-21.7pp | 77.0%-25.8pp | 69.6%-18.4pp |
| Annual return | -6.73% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,092 | $3,145-1.7% | $3,852-19.7% | $3,470-10.9% |
| Admin fee / account holder | $4,824 | $4,667+3.4% | $6,675-27.7% | $4,887-1.3% |