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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 | $51,749 | $53,837-3.9% | $75,714-31.7% | $85,847-39.7% |
| Participation rate | 61.1% | 69.1%-7.9pp | 74.8%-13.7pp | 69.3%-8.2pp |
| Annual return | 33.88% | 24.54%+9.3pp | 104.62%-70.7pp | 318.61%-284.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,804 | $2,895-3.2% | $3,820-26.6% | $3,952-29.1% |
| Admin fee / account holder | $457 | $3,339-86.3% | $3,619-87.4% | $6,261-92.7% |