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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 | $50,002 | $41,377+20.8% | $109,313-54.3% | $62,881-20.5% |
| Participation rate | 67.7% | 57.5%+10.2pp | 71.3%-3.5pp | 69.3%-1.6pp |
| Annual return | 7.97% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,328 | $2,045+13.8% | $3,166-26.5% | $3,203-27.3% |
| Admin fee / account holder | $2,083 | $2,884-27.8% | $5,666-63.2% | $4,296-51.5% |