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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 | $21,841 | $63,809-65.8% | $81,353-73.2% | $80,935-73.0% |
| Participation rate | 65.0% | 63.9%+1.1pp | 69.5%-4.5pp | 67.7%-2.7pp |
| Annual return | 25.39% | 16.37%+9.0pp | 24.82%+0.6pp | 35.66%-10.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,545 | $3,093-17.7% | $3,885-34.5% | $4,299-40.8% |
| Admin fee / account holder | $1,287 | $5,686-77.4% | $5,766-77.7% | $6,924-81.4% |