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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 | $66,432 | $56,894+16.8% | $84,753-21.6% | $62,881+5.6% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 5.94% | 6.30%-0.4pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,154 | $2,709-20.5% | $3,712-42.0% | $3,203-32.7% |
| Admin fee / account holder | $833 | $3,581-76.7% | $5,333-84.4% | $4,296-80.6% |