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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 | $76,652 | $54,541+40.5% | $78,778-2.7% | $70,126+9.3% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 18.22% | 21.07%-2.9pp | 35.62%-17.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,919 | $2,210+32.1% | $2,958-1.3% | $3,332-12.4% |
| Admin fee / account holder | $1,892 | $3,709-49.0% | $5,134-63.2% | $4,645-59.3% |