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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 | $78,821 | $87,834-10.3% | $133,975-41.2% | $62,881+25.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 87.1%-29.9pp | 69.3%-12.2pp |
| Annual return | 6.27% | 12.05%-5.8pp | 29.29%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,709 | $4,812-43.7% | $6,282-56.9% | $3,203-15.4% |
| Admin fee / account holder | $899 | $5,372-83.3% | $9,324-90.4% | $4,296-79.1% |