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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 | $58,390 | $58,828-0.7% | $78,002-25.1% | $62,891-7.2% |
| Participation rate | 69.8% | 71.1%-1.3pp | 75.5%-5.8pp | 69.3%+0.5pp |
| Annual return | 5.50% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,403 | $2,686-47.7% | $3,497-59.9% | $3,203-56.2% |
| Admin fee / account holder | $15,684 | $4,393+257.0% | $5,481+186.2% | $4,296+265.1% |