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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 | $56,849 | $49,255+15.4% | $70,494-19.4% | $79,856-28.8% |
| Participation rate | 48.0% | 69.2%-21.2pp | 75.1%-27.1pp | 69.6%-21.6pp |
| Annual return | 9.82% | 30.10%-20.3pp | 109.16%-99.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,053 | $2,768-25.8% | $3,711-44.7% | $3,741-45.1% |
| Admin fee / account holder | $22,818 | $2,879+692.5% | $3,848+493.0% | $5,306+330.0% |