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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 | $42,737 | $45,087-5.2% | $69,483-38.5% | $72,976-41.4% |
| Participation rate | 35.8% | 68.5%-32.7pp | 74.6%-38.8pp | 69.5%-33.7pp |
| Annual return | 19.53% | 22.67%-3.1pp | 28.99%-9.5pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,660 | $2,603+40.6% | $3,537+3.5% | $3,608+1.4% |
| Admin fee / account holder | $926 | $3,057-69.7% | $3,841-75.9% | $5,124-81.9% |