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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 | $46,112 | $69,541-33.7% | $59,899-23.0% | $135,380-65.9% |
| Participation rate | 64.3% | 77.8%-13.5pp | 74.7%-10.4pp | 82.6%-18.4pp |
| Annual return | 7.30% | 7.95%-0.6pp | 3.46%+3.8pp | 519.81%-512.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,181 | $4,206-24.4% | $3,402-6.5% | $5,609-43.3% |
| Admin fee / account holder | $1,673 | $5,737-70.8% | $3,592-53.4% | $10,828-84.6% |