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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 | $58,040 | $83,485-30.5% | $125,192-53.6% | $72,975-20.5% |
| Participation rate | 63.2% | 73.3%-10.1pp | 79.8%-16.6pp | 69.5%-6.3pp |
| Annual return | 21.16% | 25.77%-4.6pp | 43.79%-22.6pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,457 | $3,586-31.5% | $4,937-50.2% | $3,608-31.9% |
| Admin fee / account holder | $8,258 | $5,518+49.7% | $9,704-14.9% | $5,124+61.2% |