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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 | $36,816 | $95,453-61.4% | $112,040-67.1% | $82,448-55.3% |
| Participation rate | 69.1% | 72.8%-3.6pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 26.30% | 23.92%+2.4pp | 24.52%+1.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,308 | $4,224-45.3% | $5,098-54.7% | $4,139-44.2% |
| Admin fee / account holder | $7,137 | $9,013-20.8% | $12,098-41.0% | $7,234-1.4% |