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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 | $54,612 | $55,902-2.3% | $76,030-28.2% | $80,959-32.5% |
| Participation rate | 56.0% | 62.1%-6.1pp | 69.1%-13.1pp | 67.7%-11.7pp |
| Annual return | 12.74% | 20.59%-7.8pp | 361.54%-348.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,598 | $3,051+181.8% | $4,257+102.0% | $4,300+99.9% |
| Admin fee / account holder | $525 | $5,239-90.0% | $6,421-91.8% | $6,925-92.4% |