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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 | $95,404-61.4% | $113,397-67.5% | $82,637-55.4% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.1pp |
| Annual return | 26.30% | 19.08%+7.2pp | 23.20%+3.1pp | 53.51%-27.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,308 | $4,220-45.3% | $5,076-54.5% | $4,126-44.1% |
| Admin fee / account holder | $7,137 | $9,168-22.2% | $11,957-40.3% | $7,339-2.8% |