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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 | $40,979 | $71,197-42.4% | $93,669-56.3% | $80,925-49.4% |
| Participation rate | 65.0% | 60.4%+4.6pp | 68.7%-3.7pp | 67.7%-2.7pp |
| Annual return | 25.90% | 11.27%+14.6pp | 133.59%-107.7pp | 35.65%-9.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,477 | $4,036-13.8% | $4,416-21.3% | $4,299-19.1% |
| Admin fee / account holder | $7,174 | $6,959+3.1% | $8,291-13.5% | $6,940+3.4% |