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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 | $62,356 | $48,078+29.7% | $78,676-20.7% | $62,881-0.8% |
| Participation rate | 46.2% | 65.2%-19.1pp | 73.6%-27.4pp | 69.3%-23.2pp |
| Annual return | 6.20% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,362 | $2,587+30.0% | $3,517-4.4% | $3,203+5.0% |
| Admin fee / account holder | $9,228 | $3,206+187.8% | $4,510+104.6% | $4,296+114.8% |