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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 | $55,443 | $76,834-27.8% | $108,359-48.8% | $87,485-36.6% |
| Participation rate | 58.4% | 61.7%-3.3pp | 70.1%-11.7pp | 68.9%-10.5pp |
| Annual return | 14.53% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,242 | $3,100+36.8% | $4,137+2.5% | $4,274-0.7% |
| Admin fee / account holder | $10,540 | $6,537+61.2% | $9,741+8.2% | $7,775+35.6% |