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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 | $65,958 | $43,344+52.2% | $59,899+10.1% | $64,173+2.8% |
| Participation rate | 21.1% | 69.2%-48.1pp | 74.7%-53.6pp | 69.6%-48.5pp |
| Annual return | 10.12% | -1.55%+11.7pp | 3.46%+6.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,613 | $2,547-36.7% | $3,402-52.6% | $3,470-53.5% |
| Admin fee / account holder | $1,309 | $3,008-56.5% | $3,592-63.5% | $4,887-73.2% |