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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 | $49,740 | $45,082+10.3% | $69,464-28.4% | $72,975-31.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 6.32% | 22.66%-16.3pp | 28.98%-22.7pp | 81.01%-74.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,089 | $2,604-19.8% | $3,536-40.9% | $3,608-42.1% |
| Admin fee / account holder | $2,203 | $3,057-27.9% | $3,840-42.6% | $5,124-57.0% |