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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 | $57,226 | $54,541+4.9% | $78,778-27.4% | $70,126-18.4% |
| Participation rate | 55.0% | 60.8%-5.8pp | 69.2%-14.2pp | 69.5%-14.5pp |
| Annual return | 14.65% | 21.07%-6.4pp | 35.62%-21.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,286 | $2,210-41.8% | $2,958-56.5% | $3,332-61.4% |
| Admin fee / account holder | $4,789 | $3,709+29.1% | $5,134-6.7% | $4,645+3.1% |