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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 | $46,929 | $60,349-22.2% | $74,184-36.7% | $62,881-25.4% |
| Participation rate | 35.5% | 72.7%-37.2pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 8.68% | 21.38%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,248 | $2,856-21.3% | $3,550-36.7% | $3,203-29.8% |
| Admin fee / account holder | $2,287 | $4,261-46.3% | $5,586-59.1% | $4,296-46.8% |