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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 | $69,652 | $69,977-0.5% | $108,582-35.9% | $62,881+10.8% |
| Participation rate | 62.6% | 72.9%-10.3pp | 79.6%-16.9pp | 69.3%-6.7pp |
| Annual return | 7.34% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,954 | $3,165-6.7% | $4,311-31.5% | $3,203-7.8% |
| Admin fee / account holder | $5,922 | $5,076+16.7% | $7,645-22.5% | $4,296+37.9% |