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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 | $54,067 | $59,440-9.0% | $70,160-22.9% | $75,173-28.1% |
| Participation rate | 56.0% | 71.6%-15.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 14.53% | 18.53%-4.0pp | 19.08%-4.5pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $3,307-100.0% | $4,285-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,657 | $3,653-54.6% | $5,394-69.3% | $4,126-59.8% |
| Admin fee / account holder | $3,714 | $4,401-15.6% | $4,582-18.9% | $5,651-34.3% |