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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 | $78,043 | $56,894+37.2% | $84,753-7.9% | $62,881+24.1% |
| Participation rate | 65.5% | 68.5%-3.0pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 4.58% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,592 | $2,709-4.3% | $3,712-30.2% | $3,203-19.1% |
| Admin fee / account holder | $1,256 | $3,581-64.9% | $5,333-76.4% | $4,296-70.8% |