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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 | $61,099 | $65,034-6.1% | $90,970-32.8% | $79,856-23.5% |
| Participation rate | 40.7% | 61.6%-20.9pp | 69.0%-28.3pp | 69.6%-28.9pp |
| Annual return | 17.60% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,276 | $2,512-49.2% | $3,373-62.2% | $3,741-65.9% |
| Admin fee / account holder | $447 | $4,536-90.1% | $5,961-92.5% | $5,306-91.6% |