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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 | $50,539 | $49,177+2.8% | $79,467-36.4% | $64,173-21.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | 0.85% | -1.16%+2.0pp | 718.30%-717.5pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,904 | $2,821+2.9% | $3,704-21.6% | $3,470-16.3% |
| Admin fee / account holder | $4,558 | $3,839+18.7% | $5,104-10.7% | $4,887-6.7% |