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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 | $56,830 | $54,757+3.8% | $90,300-37.1% | $72,983-22.1% |
| Participation rate | 34.3% | 65.1%-30.8pp | 73.3%-38.9pp | 69.5%-35.2pp |
| Annual return | 20.80% | 30.63%-9.8pp | 78.11%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,316 | $2,887-54.4% | $3,884-66.1% | $3,608-63.5% |
| Admin fee / account holder | $3,196 | $3,972-19.5% | $5,353-40.3% | $5,124-37.6% |