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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 | $47,480 | $52,580-9.7% | $71,671-33.8% | $70,124-32.3% |
| Participation rate | 32.8% | 60.9%-28.1pp | 68.7%-36.0pp | 69.5%-36.8pp |
| Annual return | 13.33% | 20.25%-6.9pp | 20.65%-7.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,579 | $2,386+8.1% | $3,438-25.0% | $3,332-22.6% |
| Admin fee / account holder | $4,683 | $3,653+28.2% | $5,558-15.7% | $4,645+0.8% |