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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 | $54,760 | $56,054-2.3% | $171,082-68.0% | $62,881-12.9% |
| Participation rate | 38.2% | 62.9%-24.6pp | 76.7%-38.5pp | 69.3%-31.1pp |
| Annual return | 8.03% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,213 | $3,158-61.6% | $4,797-74.7% | $3,203-62.1% |
| Admin fee / account holder | $5,505 | $3,647+51.0% | $8,520-35.4% | $4,296+28.2% |