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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 | $68,188 | $72,273-5.7% | $101,275-32.7% | $79,856-14.6% |
| Participation rate | 46.8% | 68.5%-21.7pp | 75.8%-29.0pp | 69.6%-22.9pp |
| Annual return | 15.10% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,109 | $3,282-35.7% | $4,371-51.8% | $3,741-43.6% |
| Admin fee / account holder | $7,218 | $4,401+64.0% | $5,948+21.4% | $5,306+36.0% |