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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 | $61,547 | $58,057+6.0% | $97,032-36.6% | $86,983-29.2% |
| Participation rate | 25.8% | 60.4%-34.6pp | 71.6%-45.8pp | 69.5%-43.7pp |
| Annual return | 16.17% | 22.26%-6.1pp | 35.38%-19.2pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $824 | $3,244-74.6% | $4,672-82.4% | $4,194-80.4% |
| Admin fee / account holder | $1,569 | $4,839-67.6% | $9,418-83.3% | $7,856-80.0% |