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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 | $62,256 | $76,407-18.5% | $150,298-58.6% | $82,448-24.5% |
| Participation rate | 47.8% | 66.4%-18.6pp | 77.8%-29.9pp | 68.1%-20.2pp |
| Annual return | 15.40% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,216 | $3,214+0.1% | $5,453-41.0% | $4,139-22.3% |
| Admin fee / account holder | $4,967 | $6,352-21.8% | $14,116-64.8% | $7,234-31.3% |