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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 | $66,255 | $80,985-18.2% | $96,576-31.4% | $75,181-11.9% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 22.54% | 27.05%-4.5pp | 25.87%-3.3pp | 160.69%-138.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,543 | $3,929+15.6% | $4,851-6.4% | $4,126+10.1% |
| Admin fee / account holder | $432 | $6,719-93.6% | $8,253-94.8% | $5,650-92.4% |