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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 | $42,899 | $54,541-21.3% | $78,778-45.5% | $70,126-38.8% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.2%-3.8pp | 69.5%-4.2pp |
| Annual return | 16.96% | 21.07%-4.1pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,119 | $2,210+86.4% | $2,958+39.2% | $3,332+23.6% |
| Admin fee / account holder | $959 | $3,709-74.1% | $5,134-81.3% | $4,645-79.4% |