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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 | $47,861 | $54,541-12.2% | $78,778-39.2% | $70,126-31.7% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.2%-22.8pp | 69.5%-23.1pp |
| Annual return | 13.93% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,294 | $2,210+3.8% | $2,958-22.4% | $3,332-31.1% |
| Admin fee / account holder | $1,821 | $3,709-50.9% | $5,134-64.5% | $4,645-60.8% |