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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 | $49,850 | $56,894-12.4% | $84,753-41.2% | $62,881-20.7% |
| Participation rate | 62.1% | 68.5%-6.5pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 7.00% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,501 | $2,709+66.1% | $3,712+21.3% | $3,203+40.5% |
| Admin fee / account holder | $8,628 | $3,581+140.9% | $5,333+61.8% | $4,296+100.8% |