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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 | $54,647 | $49,255+10.9% | $70,494-22.5% | $79,856-31.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 75.1%-6.9pp | 69.6%-1.5pp |
| Annual return | 8.25% | 30.10%-21.9pp | 109.16%-100.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,810 | $2,768-34.6% | $3,711-51.2% | $3,741-51.6% |
| Admin fee / account holder | $971 | $2,879-66.3% | $3,848-74.8% | $5,306-81.7% |