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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 | $69,154 | $57,065+21.2% | $75,670-8.6% | $70,131-1.4% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.3%-4.8pp | 69.5%-2.0pp |
| Annual return | 17.86% | 23.57%-5.7pp | 27.34%-9.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,811 | $2,580-29.8% | $3,142-42.4% | $3,332-45.6% |
| Admin fee / account holder | $1,165 | $3,825-69.5% | $5,800-79.9% | $4,645-74.9% |