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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 | $54,021 | $77,574-30.4% | $108,753-50.3% | $86,983-37.9% |
| Participation rate | 62.5% | 62.3%+0.2pp | 71.1%-8.6pp | 69.5%-7.0pp |
| Annual return | 14.39% | 18.42%-4.0pp | 37.47%-23.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,234 | $3,128+3.4% | $4,115-21.4% | $4,194-22.9% |
| Admin fee / account holder | $1,617 | $6,529-75.2% | $10,320-84.3% | $7,856-79.4% |