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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 | $58,627 | $80,983-27.6% | $96,544-39.3% | $75,177-22.0% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 13.78% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,999 | $3,929+1.8% | $4,851-17.6% | $4,126-3.1% |
| Admin fee / account holder | $1,586 | $6,717-76.4% | $8,254-80.8% | $5,651-71.9% |