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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 | $76,834-29.7% | $108,359-50.1% | $87,485-38.3% |
| Participation rate | 62.5% | 61.7%+0.8pp | 70.1%-7.6pp | 68.9%-6.4pp |
| Annual return | 14.39% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,234 | $3,100+4.3% | $4,137-21.8% | $4,274-24.3% |
| Admin fee / account holder | $1,617 | $6,537-75.3% | $9,741-83.4% | $7,775-79.2% |