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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 | $61,823 | $56,894+8.7% | $84,753-27.1% | $62,881-1.7% |
| Participation rate | 64.4% | 68.5%-4.1pp | 76.6%-12.2pp | 69.3%-4.9pp |
| Annual return | 7.58% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,088 | $2,709-22.9% | $3,712-43.7% | $3,203-34.8% |
| Admin fee / account holder | $1,678 | $3,581-53.1% | $5,333-68.5% | $4,296-60.9% |