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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 | $55,177 | $81,476-32.3% | $102,383-46.1% | $80,925-31.8% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 14.83% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,878 | $3,871-51.5% | $5,060-62.9% | $4,299-56.3% |
| Admin fee / account holder | $1,398 | $6,717-79.2% | $8,391-83.3% | $6,940-79.9% |