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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 | $45,407 | $80,985-43.9% | $96,576-53.0% | $75,181-39.6% |
| Participation rate | 53.7% | 71.8%-18.1pp | 76.0%-22.3pp | 67.2%-13.5pp |
| Annual return | 54.22% | 27.05%+27.2pp | 25.87%+28.3pp | 160.69%-106.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,226 | $3,929+211.2% | $4,851+152.0% | $4,126+196.3% |
| Admin fee / account holder | $3,473 | $6,719-48.3% | $8,253-57.9% | $5,650-38.5% |