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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 | $51,777 | $51,207+1.1% | $70,565-26.6% | $75,177-31.1% |
| Participation rate | 21.4% | 61.0%-39.5pp | 68.4%-46.9pp | 67.2%-45.8pp |
| Annual return | 13.51% | 30.05%-16.5pp | 32.79%-19.3pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,087 | $2,850-61.9% | $4,568-76.2% | $4,126-73.7% |
| Admin fee / account holder | $1,051 | $4,097-74.3% | $6,430-83.7% | $5,651-81.4% |