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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 | $46,598 | $47,944-2.8% | $67,834-31.3% | $62,881-25.9% |
| Participation rate | 19.7% | 61.1%-41.4pp | 68.8%-49.1pp | 69.3%-49.6pp |
| Annual return | 11.22% | 11.77%-0.5pp | 138.47%-127.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,344 | $2,247+4.3% | $3,160-25.8% | $3,203-26.8% |
| Admin fee / account holder | $1,500 | $3,712-59.6% | $4,622-67.5% | $4,296-65.1% |