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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 | $67,087 | $80,985-17.2% | $96,576-30.5% | $75,181-10.8% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 13.12% | 27.05%-13.9pp | 25.87%-12.8pp | 160.69%-147.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,335 | $3,929-40.6% | $4,851-51.9% | $4,126-43.4% |
| Admin fee / account holder | $7,327 | $6,719+9.1% | $8,253-11.2% | $5,650+29.7% |