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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 | $52,922 | $77,472-31.7% | $100,415-47.3% | $80,959-34.6% |
| Participation rate | 65.8% | 76.9%-11.2pp | 81.5%-15.7pp | 67.7%-1.9pp |
| Annual return | 20.36% | 37.26%-16.9pp | 49.47%-29.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,824 | $6,818+29.4% | $8,091+9.1% | $4,300+105.2% |
| Admin fee / account holder | $430 | $5,885-92.7% | $7,906-94.6% | $6,925-93.8% |