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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 | $40,282 | $99,345-59.5% | $84,753-52.5% | $273,972-85.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 6.38% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,357 | $4,270-68.2% | $3,712-63.5% | $5,287-74.3% |
| Admin fee / account holder | $3,555 | $6,645-46.5% | $5,333-33.3% | $10,133-64.9% |