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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 | $32,956 | $76,371-56.8% | $93,621-64.8% | $72,976-54.8% |
| Participation rate | 62.1% | 71.8%-9.7pp | 75.8%-13.8pp | 69.5%-7.4pp |
| Annual return | 23.53% | 25.82%-2.3pp | 32.76%-9.2pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,180 | $3,538+18.1% | $4,070+2.7% | $3,608+15.9% |
| Admin fee / account holder | $5,396 | $6,839-21.1% | $7,890-31.6% | $5,124+5.3% |