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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 | $71,105 | $64,359+10.5% | $90,161-21.1% | $70,126+1.4% |
| Participation rate | 45.9% | 70.4%-24.5pp | 76.9%-30.9pp | 69.5%-23.6pp |
| Annual return | 15.39% | 28.13%-12.7pp | 34.89%-19.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,918 | $4,389-56.3% | $5,287-63.7% | $3,332-42.4% |
| Admin fee / account holder | $2,758 | $3,945-30.1% | $5,943-53.6% | $4,645-40.6% |