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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 | $71,954 | $126,661-43.2% | $113,397-36.5% | $138,895-48.2% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.5%-11.5pp | 79.9%-14.9pp |
| Annual return | 12.86% | 25.05%-12.2pp | 23.20%-10.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,819 | $5,693-50.5% | $5,076-44.5% | $6,396-55.9% |
| Admin fee / account holder | $1,069 | $14,549-92.7% | $11,957-91.1% | $12,562-91.5% |