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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 | $55,321 | $101,950-45.7% | $125,529-55.9% | $86,983-36.4% |
| Participation rate | 59.2% | 70.2%-11.0pp | 74.7%-15.5pp | 69.5%-10.4pp |
| Annual return | 11.56% | 18.29%-6.7pp | 202.56%-191.0pp | 25.83%-14.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,126 | $3,862+6.8% | $4,813-14.3% | $4,194-1.6% |
| Admin fee / account holder | $1,144 | $12,791-91.1% | $16,298-93.0% | $7,856-85.4% |