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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 | $51,348 | $64,359-20.2% | $90,161-43.0% | $70,126-26.8% |
| Participation rate | 40.5% | 70.4%-30.0pp | 76.9%-36.4pp | 69.5%-29.1pp |
| Annual return | 18.90% | 28.13%-9.2pp | 34.89%-16.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,404 | $4,389-45.2% | $5,287-54.5% | $3,332-27.9% |
| Admin fee / account holder | $2,073 | $3,945-47.4% | $5,943-65.1% | $4,645-55.4% |