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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 | $40,307 | $76,371-47.2% | $93,621-56.9% | $72,975-44.8% |
| Participation rate | 69.2% | 71.8%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 27.97% | 25.82%+2.1pp | 32.76%-4.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,056 | $3,538-13.6% | $4,070-24.9% | $3,608-15.3% |
| Admin fee / account holder | $682 | $6,839-90.0% | $7,890-91.4% | $5,124-86.7% |