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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 | $53,133 | $81,487-34.8% | $102,412-48.1% | $80,935-34.4% |
| Participation rate | 65.2% | 66.8%-1.6pp | 74.5%-9.3pp | 67.7%-2.4pp |
| Annual return | 12.95% | 25.60%-12.6pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,762 | $3,871-54.5% | $5,060-65.2% | $4,299-59.0% |
| Admin fee / account holder | $790 | $6,717-88.2% | $8,388-90.6% | $6,924-88.6% |