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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 | $44,109 | $73,787-40.2% | $98,716-55.3% | $82,448-46.5% |
| Participation rate | 65.0% | 61.4%+3.6pp | 69.3%-4.3pp | 68.1%-3.1pp |
| Annual return | 15.98% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,863 | $3,081+57.8% | $4,048+20.1% | $4,139+17.5% |
| Admin fee / account holder | $8,224 | $6,500+26.5% | $8,703-5.5% | $7,234+13.7% |