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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 | $70,998 | $72,492-2.1% | $87,104-18.5% | $72,975-2.7% |
| Participation rate | 51.0% | 72.8%-21.8pp | 76.9%-25.9pp | 69.5%-18.5pp |
| Annual return | 20.32% | 24.46%-4.1pp | 28.19%-7.9pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,180 | $3,270-33.3% | $4,048-46.1% | $3,608-39.6% |
| Admin fee / account holder | $4,683 | $5,055-7.4% | $7,491-37.5% | $5,124-8.6% |