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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 | $77,901 | $55,713+39.8% | $75,901+2.6% | $72,975+6.7% |
| Participation rate | 63.2% | 61.1%+2.0pp | 69.3%-6.1pp | 69.5%-6.3pp |
| Annual return | 23.40% | 27.60%-4.2pp | 30.76%-7.4pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,952 | $2,634-25.9% | $3,603-45.8% | $3,608-45.9% |
| Admin fee / account holder | $28,233 | $3,980+609.3% | $5,420+420.9% | $5,124+451.0% |