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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 | $48,708 | $53,841-9.5% | $75,731-35.7% | $85,851-43.3% |
| Participation rate | 50.0% | 69.0%-19.0pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 24.32% | 24.54%-0.2pp | 104.65%-80.3pp | 318.63%-294.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,560 | $2,895+23.0% | $3,820-6.8% | $3,952-9.9% |
| Admin fee / account holder | $10,293 | $3,340+208.1% | $3,620+184.3% | $6,261+64.4% |