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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 | $32,025 | $41,377-22.6% | $109,313-70.7% | $62,881-49.1% |
| Participation rate | 60.0% | 57.5%+2.5pp | 71.3%-11.3pp | 69.3%-9.3pp |
| Annual return | 6.30% | 11.05%-4.7pp | 22.07%-15.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $979 | $2,045-52.1% | $3,166-69.1% | $3,203-69.4% |
| Admin fee / account holder | $2,525 | $2,884-12.5% | $5,666-55.4% | $4,296-41.2% |