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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 | $66,285 | $99,345-33.3% | $84,753-21.8% | $273,972-75.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.87% | 22.93%-16.1pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,534 | $4,270-40.6% | $3,712-31.7% | $5,287-52.1% |
| Admin fee / account holder | $1,592 | $6,645-76.1% | $5,333-70.2% | $10,133-84.3% |