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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 | $79,087 | $65,027+21.6% | $90,970-13.1% | $79,852-1.0% |
| Participation rate | 48.8% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 11.39% | 30.45%-19.1pp | 134.58%-123.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,652 | $2,512-34.2% | $3,373-51.0% | $3,740-55.8% |
| Admin fee / account holder | $6,568 | $4,535+44.8% | $5,960+10.2% | $5,306+23.8% |