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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 | $29,167 | $65,027-55.1% | $90,970-67.9% | $79,852-63.5% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 12.47% | 30.45%-18.0pp | 134.58%-122.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,770 | $2,512-29.6% | $3,373-47.5% | $3,740-52.7% |
| Admin fee / account holder | $6,040 | $4,535+33.2% | $5,960+1.3% | $5,306+13.8% |