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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 | $61,283 | $49,255+24.4% | $70,494-13.1% | $79,856-23.3% |
| Participation rate | 32.1% | 69.2%-37.0pp | 75.1%-42.9pp | 69.6%-37.5pp |
| Annual return | 16.10% | 30.10%-14.0pp | 109.16%-93.1pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,174 | $2,768-21.5% | $3,711-41.4% | $3,741-41.9% |
| Admin fee / account holder | $947 | $2,879-67.1% | $3,848-75.4% | $5,306-82.2% |