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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 | $53,921 | $63,082-14.5% | $81,716-34.0% | $79,852-32.5% |
| Participation rate | 60.0% | 67.5%-7.5pp | 72.0%-12.0pp | 69.6%-9.6pp |
| Annual return | 19.03% | 22.66%-3.6pp | 29.49%-10.5pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,170 | $2,780+121.9% | $7,108-13.2% | $3,740+65.0% |
| Admin fee / account holder | $969 | $4,428-78.1% | $5,159-81.2% | $5,306-81.7% |