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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 | $71,095 | $86,922-18.2% | $102,438-30.6% | $80,874-12.1% |
| Participation rate | 63.7% | 72.4%-8.6pp | 76.5%-12.8pp | 67.6%-3.9pp |
| Annual return | 12.47% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,600 | $4,119-36.9% | $5,054-48.5% | $4,297-39.5% |
| Admin fee / account holder | $1,161 | $8,050-85.6% | $9,448-87.7% | $6,935-83.3% |