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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 | $49,715 | $99,345-50.0% | $84,753-41.3% | $273,972-81.9% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 4.33% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,279 | $4,270-70.0% | $3,712-65.5% | $5,287-75.8% |
| Admin fee / account holder | $1,707 | $6,645-74.3% | $5,333-68.0% | $10,133-83.2% |