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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 | $35,526 | $75,541-53.0% | $152,093-76.6% | $82,637-57.0% |
| Participation rate | 61.7% | 66.5%-4.8pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 17.95% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,778 | $3,206+17.9% | $5,451-30.7% | $4,126-8.4% |
| Admin fee / account holder | $1,172 | $6,405-81.7% | $14,497-91.9% | $7,339-84.0% |