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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 | $42,567 | $103,164-58.7% | $90,259-52.8% | $154,746-72.5% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 14.16% | 19.25%-5.1pp | 18.88%-4.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,291 | $4,422-70.8% | $3,827-66.3% | $6,730-80.8% |
| Admin fee / account holder | $3,199 | $8,593-62.8% | $7,267-56.0% | $14,365-77.7% |