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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 | $76,220 | $73,978+3.0% | $96,515-21.0% | $75,173+1.4% |
| Participation rate | 46.8% | 66.4%-19.7pp | 74.3%-27.6pp | 67.2%-20.5pp |
| Annual return | 18.69% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,038 | $3,660-44.3% | $4,880-58.2% | $4,126-50.6% |
| Admin fee / account holder | $741 | $5,219-85.8% | $6,735-89.0% | $5,651-86.9% |