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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 | $51,003 | $51,769-1.5% | $57,356-11.1% | $52,331-2.5% |
| Participation rate | 43.7% | 75.2%-31.5pp | 75.1%-31.4pp | 68.1%-24.4pp |
| Annual return | 10.03% | 2.43%+7.6pp | 24.41%-14.4pp | 4.54%+5.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,631 | $2,794-41.6% | $3,162-48.4% | $3,022-46.0% |
| Admin fee / account holder | $2,607 | $295+784.6% | $3,357-22.3% | $592+340.8% |