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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 | $41,415 | $69,590-40.5% | $136,867-69.7% | $94,015-55.9% |
| Participation rate | 59.5% | 66.3%-6.8pp | 74.5%-15.0pp | 70.8%-11.3pp |
| Annual return | 18.99% | 19.62%-0.6pp | 42.97%-24.0pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,366 | $3,437-60.3% | $4,924-72.3% | $4,249-67.9% |
| Admin fee / account holder | $1,276 | $8,912-85.7% | $10,340-87.7% | $8,951-85.7% |