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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 | $46,194 | $48,078-3.9% | $78,676-41.3% | $62,881-26.5% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | 9.33% | 31.36%-22.0pp | 62.19%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,017 | $2,587+16.6% | $3,517-14.2% | $3,203-5.8% |
| Admin fee / account holder | $1,267 | $3,206-60.5% | $4,510-71.9% | $4,296-70.5% |