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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 | $48,832 | $52,467-6.9% | $57,196-14.6% | $55,167-11.5% |
| Participation rate | 57.5% | 75.8%-18.3pp | 75.3%-17.8pp | 69.0%-11.4pp |
| Annual return | 7.48% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,482 | $2,830-47.6% | $3,096-52.1% | $3,054-51.5% |
| Admin fee / account holder | $3,383 | $269+1157.5% | $3,141+7.7% | $504+571.4% |