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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 | $63,645 | $65,034-2.1% | $90,970-30.0% | $79,856-20.3% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-17.9pp |
| Annual return | 12.89% | 30.45%-17.6pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,980 | $2,512-21.2% | $3,373-41.3% | $3,741-47.1% |
| Admin fee / account holder | $1,426 | $4,536-68.6% | $5,961-76.1% | $5,306-73.1% |