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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 | $53,106 | $51,708+2.7% | $106,619-50.2% | $62,881-15.5% |
| Participation rate | 65.2% | 66.9%-1.7pp | 78.0%-12.8pp | 69.3%-4.1pp |
| Annual return | 7.28% | 4.69%+2.6pp | 9.42%-2.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,750 | $2,315+61.9% | $3,930-4.6% | $3,203+17.1% |
| Admin fee / account holder | $5,305 | $3,349+58.4% | $6,418-17.4% | $4,296+23.5% |