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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 | $49,243 | $51,708-4.8% | $106,619-53.8% | $62,881-21.7% |
| Participation rate | 56.3% | 66.9%-10.6pp | 78.0%-21.7pp | 69.3%-13.1pp |
| Annual return | 4.68% | 4.69%0pp | 9.42%-4.7pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,868 | $2,315-19.3% | $3,930-52.5% | $3,203-41.7% |
| Admin fee / account holder | $7,374 | $3,349+120.2% | $6,418+14.9% | $4,296+71.7% |