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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 | $57,092 | $48,364+18.0% | $71,796-20.5% | $62,881-9.2% |
| Participation rate | 43.4% | 60.6%-17.2pp | 69.1%-25.7pp | 69.3%-25.9pp |
| Annual return | 6.92% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,582 | $2,091-24.4% | $2,794-43.4% | $3,203-50.6% |
| Admin fee / account holder | $769 | $3,771-79.6% | $4,815-84.0% | $4,296-82.1% |