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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 | $64,236 | $64,909-1.0% | $82,312-22.0% | $62,293+3.1% |
| Participation rate | 31.0% | 74.9%-43.9pp | 76.9%-45.9pp | 69.5%-38.5pp |
| Annual return | 13.66% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,398 | $3,103-22.7% | $3,706-35.3% | $3,169-24.3% |
| Admin fee / account holder | $307 | $440-30.2% | $5,608-94.5% | $479-36.0% |