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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 | $74,754 | $58,851+27.0% | $115,167-35.1% | $72,976+2.4% |
| Participation rate | 57.1% | 65.5%-8.4pp | 75.9%-18.8pp | 69.5%-12.3pp |
| Annual return | 21.30% | 23.16%-1.9pp | 35.60%-14.3pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,027 | $2,643-23.3% | $4,169-51.4% | $3,608-43.8% |
| Admin fee / account holder | $7,596 | $6,370+19.2% | $7,089+7.2% | $5,124+48.2% |