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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 | $78,895 | $77,574+1.7% | $108,753-27.5% | $86,983-9.3% |
| Participation rate | 31.3% | 62.3%-31.0pp | 71.1%-39.7pp | 69.5%-38.2pp |
| Annual return | 32.99% | 18.42%+14.6pp | 37.47%-4.5pp | 25.83%+7.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,617 | $3,128-48.3% | $4,115-60.7% | $4,194-61.4% |
| Admin fee / account holder | $7,954 | $6,529+21.8% | $10,320-22.9% | $7,856+1.2% |