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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 | $52,653 | $60,349-12.8% | $74,184-29.0% | $62,881-16.3% |
| Participation rate | 67.8% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.5pp |
| Annual return | 6.10% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,548 | $2,856-45.8% | $3,550-56.4% | $3,203-51.7% |
| Admin fee / account holder | $3,092 | $4,261-27.4% | $5,586-44.6% | $4,296-28.0% |