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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 | $68,356 | $49,239+38.8% | $70,462-3.0% | $79,858-14.4% |
| Participation rate | 34.8% | 69.2%-34.4pp | 75.1%-40.3pp | 69.6%-34.9pp |
| Annual return | 6.23% | 30.08%-23.9pp | 109.08%-102.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,504 | $2,769-45.7% | $3,710-59.5% | $3,740-59.8% |
| Admin fee / account holder | $12,732 | $2,876+342.6% | $3,845+231.1% | $5,306+140.0% |