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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 | $48,795 | $74,535-34.5% | $100,712-51.5% | $82,637-41.0% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 18.13% | 18.92%-0.8pp | 33.27%-15.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,969 | $3,074+29.1% | $4,085-2.9% | $4,126-3.8% |
| Admin fee / account holder | $4,775 | $6,576-27.4% | $9,256-48.4% | $7,339-34.9% |