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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 | $46,940 | $72,273-35.1% | $101,275-53.7% | $79,856-41.2% |
| Participation rate | 55.0% | 68.5%-13.5pp | 75.8%-20.8pp | 69.6%-14.6pp |
| Annual return | 16.95% | 22.30%-5.3pp | 46.48%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,394 | $3,282+33.9% | $4,371+0.5% | $3,741+17.5% |
| Admin fee / account holder | $447 | $4,401-89.9% | $5,948-92.5% | $5,306-91.6% |