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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 | $55,796 | $67,602-17.5% | $82,312-32.2% | $70,126-20.4% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 16.10% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,393 | $2,987-53.4% | $3,706-62.4% | $3,332-58.2% |
| Admin fee / account holder | $1,642 | $4,512-63.6% | $5,608-70.7% | $4,645-64.7% |