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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 | $56,509 | $74,706-24.4% | $75,714-25.4% | $79,391-28.8% |
| Participation rate | 28.0% | 75.3%-47.3pp | 74.8%-46.8pp | 70.7%-42.7pp |
| Annual return | 13.91% | 18.52%-4.6pp | 104.62%-90.7pp | 116.88%-103.0pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,915 | $3,533-45.8% | $3,820-49.9% | $4,046-52.7% |
| Admin fee / account holder | $8,291 | $374+2114.1% | $3,619+129.1% | $627+1223.4% |