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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 | $18,990 | $49,177-61.4% | $79,466-76.1% | $64,173-70.4% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.6%-0.6pp |
| Annual return | 8.89% | -1.16%+10.1pp | 718.28%-709.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,938 | $2,821+4.1% | $3,704-20.7% | $3,470-15.3% |
| Admin fee / account holder | $7,119 | $3,839+85.5% | $5,104+39.5% | $4,887+45.7% |