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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 | $25,911 | $67,602-61.7% | $82,312-68.5% | $70,126-63.1% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 29.35% | 21.57%+7.8pp | 25.88%+3.5pp | 73.15%-43.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,022 | $2,987+101.6% | $3,706+62.5% | $3,332+80.8% |
| Admin fee / account holder | $4,829 | $4,512+7.0% | $5,608-13.9% | $4,645+3.9% |