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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 | $48,868 | $46,688+4.7% | $189,758-74.2% | $69,733-29.9% |
| Participation rate | 28.7% | 61.7%-33.0pp | 79.8%-51.1pp | 62.5%-33.8pp |
| Annual return | 10.58% | 14.35%-3.8pp | 52.62%-42.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $934 | $2,143-56.4% | $5,856-84.1% | $3,054-69.4% |
| Admin fee / account holder | $1,928 | $1,700+13.4% | $20,388-90.5% | $3,102-37.8% |