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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 | $63,117 | $60,349+4.6% | $74,184-14.9% | $62,881+0.4% |
| Participation rate | 35.2% | 72.7%-37.5pp | 76.6%-41.4pp | 69.3%-34.1pp |
| Annual return | 5.90% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,456 | $2,856-14.0% | $3,550-30.8% | $3,203-23.3% |
| Admin fee / account holder | $4,103 | $4,261-3.7% | $5,586-26.6% | $4,296-4.5% |