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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 | $59,682 | $60,349-1.1% | $74,184-19.5% | $62,881-5.1% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 7.25% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,300 | $2,856-19.5% | $3,550-35.2% | $3,203-28.2% |
| Admin fee / account holder | $424 | $4,261-90.0% | $5,586-92.4% | $4,296-90.1% |