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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 | $71,759 | $45,087+59.2% | $69,483+3.3% | $72,976-1.7% |
| Participation rate | 35.4% | 68.5%-33.1pp | 74.6%-39.2pp | 69.5%-34.1pp |
| Annual return | 7.08% | 22.67%-15.6pp | 28.99%-21.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,120 | $2,603-18.6% | $3,537-40.1% | $3,608-41.2% |
| Admin fee / account holder | $379 | $3,057-87.6% | $3,841-90.1% | $5,124-92.6% |