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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 | $81,640 | $101,950-19.9% | $125,529-35.0% | $86,983-6.1% |
| Participation rate | 58.0% | 70.2%-12.2pp | 74.7%-16.7pp | 69.5%-11.5pp |
| Annual return | 14.33% | 18.29%-4.0pp | 202.56%-188.2pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,021 | $3,862-47.7% | $4,813-58.0% | $4,194-51.8% |
| Admin fee / account holder | $7,918 | $12,791-38.1% | $16,298-51.4% | $7,856+0.8% |