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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 | $82,387 | $49,280+67.2% | $67,313+22.4% | $64,173+28.4% |
| Participation rate | 51.3% | 60.8%-9.5pp | 69.1%-17.8pp | 69.6%-18.3pp |
| Annual return | 31.85% | -1.39%+33.2pp | -4.08%+35.9pp | 7.63%+24.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,304 | $2,484-47.5% | $3,568-63.4% | $3,470-62.4% |
| Admin fee / account holder | $3,246 | $3,863-16.0% | $4,507-28.0% | $4,887-33.6% |