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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 | $88,739 | $74,535+19.1% | $100,712-11.9% | $82,637+7.4% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.3%-33.6pp | 68.1%-32.3pp |
| Annual return | 12.48% | 18.92%-6.4pp | 33.27%-20.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,122 | $3,074+1.6% | $4,085-23.6% | $4,126-24.3% |
| Admin fee / account holder | $7,701 | $6,576+17.1% | $9,256-16.8% | $7,339+4.9% |