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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 | $57,430 | $86,919-33.9% | $102,457-43.9% | $80,911-29.0% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.4pp |
| Annual return | 18.08% | 18.90%-0.8pp | 29.41%-11.3pp | 35.63%-17.5pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,914 | $4,119+213.5% | $5,054+155.5% | $4,297+200.5% |
| Admin fee / account holder | $7,059 | $8,049-12.3% | $9,451-25.3% | $6,935+1.8% |