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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 | $67,985 | $45,087+50.8% | $69,483-2.2% | $72,976-6.8% |
| Participation rate | 41.9% | 68.5%-26.6pp | 74.6%-32.7pp | 69.5%-27.6pp |
| Annual return | 5.68% | 22.67%-17.0pp | 28.99%-23.3pp | 81.02%-75.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $2,603-48.9% | $3,537-62.4% | $3,608-63.1% |
| Admin fee / account holder | $984 | $3,057-67.8% | $3,841-74.4% | $5,124-80.8% |