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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 | $72,930 | $71,230+2.4% | $93,727-22.2% | $80,959-9.9% |
| Participation rate | 48.5% | 60.4%-11.9pp | 68.7%-20.2pp | 67.7%-19.2pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,427 | $4,037-39.9% | $4,417-45.1% | $4,300-43.6% |
| Admin fee / account holder | $1,571 | $6,961-77.4% | $8,292-81.1% | $6,925-77.3% |