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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 | $65,890 | $43,344+52.0% | $59,899+10.0% | $64,173+2.7% |
| Participation rate | 35.4% | 69.2%-33.7pp | 74.7%-39.3pp | 69.6%-34.2pp |
| Annual return | 22.41% | -1.55%+24.0pp | 3.46%+19.0pp | 7.63%+14.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,341 | $2,547-8.1% | $3,402-31.2% | $3,470-32.5% |
| Admin fee / account holder | $7,264 | $3,008+141.5% | $3,592+102.2% | $4,887+48.6% |