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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 | $57,350 | $72,486-20.9% | $87,103-34.2% | $72,976-21.4% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 25.20% | 24.46%+0.7pp | 28.19%-3.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,819 | $3,270-44.4% | $4,049-55.1% | $3,608-49.6% |
| Admin fee / account holder | $8,961 | $5,055+77.3% | $7,491+19.6% | $5,124+74.9% |